Heritage Wealth Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Heritage Wealth Partners’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,805	Closed	-$208K	–	69
2024 Q4	$208K	Buy	1,805 +17	+1%	+$2.03K	0.26%	66
2024 Q3	$209K	Buy	+1,788	New	+$202K	0.25%	65
2024 Q2	–	Sell	-1,923	Closed	-$208K	–	61
2024 Q1	$208K	Hold	1,923	–	–	0.42%	41
2023 Q4	$208K	Buy	+1,923	New	+$185K	0.42%	41

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heritage Wealth Partners's IJR Position: Q1 2025 in Review

Heritage Wealth Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 1,805 shares — an estimated $208K sold.

Heritage Wealth Partners first reported a position in IJR in Q4 2023 and held it in 4 quarters. The position peaked at $209K in Q3 2024. 2,533 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

Heritage Wealth Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Heritage Wealth Partners sold 1,805 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $208K.
Heritage Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and held it in 4 quarters.
Heritage Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $209K in Q3 2024.
2,533 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.