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Horan Capital Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Horan Capital Advisors’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 		$641K Buy
6,133
+337
+6% +$38K 0.22% 67
2024
Q4 		$668K Hold
5,796
– – 0.22% 62
2024
Q3 		$678K Hold
5,796
– – 0.23% 63
2024
Q2 		$618K Hold
5,796
– – 0.22% 69
2024
Q1 		$641K Hold
5,796
– – 0.23% 64
2023
Q4 		$627K Buy
5,796
+2,156
+59% +$208K 0.23% 65
2023
Q3 		$343K Hold
3,640
– – 0.14% 88
2023
Q2 		$363K Sell
3,640
-123
-3% -$11.7K 0.14% 82
2023
Q1 		$364K Buy
3,763
+45
+1% +$4.5K 0.15% 81
2022
Q4 		$352K Sell
3,718
-228
-6% -$21.9K 0.15% 75
2022
Q3 		$344K Buy
3,946
+1
+0% +$97 0.17% 72
2022
Q2 		$365K Sell
3,945
-24
-0.6% -$2.39K 0.17% 70
2022
Q1 		$428K Buy
3,969
+1
+0% +$108 0.17% 70
2021
Q4 		$454K Sell
3,968
-20
-0.5% -$2.28K 0.18% 65
2021
Q3 		$435K Buy
3,988
+2,148
+117% +$237K 0.19% 64
2021
Q2 		$208K Sell
1,840
-224
-11% -$25K 0.09% 87
2021
Q1 		$224K Buy
+2,064
New +$216K 0.11% 83
2020
Q4 		– Sell
-1,840
Closed -$129K – 171
2020
Q3 		$129K Buy
+1,840
New +$132K 0.07% 100
2020
Q1 		– Sell
-1,840
Closed -$154K – 159
2019
Q4 		$154K Hold
1,840
– – 0.09% 82
2019
Q3 		$143K Buy
+1,840
New +$142K 0.09% 84
2019
Q2 		– Sell
-1,840
Closed -$142K – 154
2019
Q1 		$142K Buy
+1,840
New +$141K 0.09% 81
2018
Q4 		– Sell
-2,540
Closed -$222K – 74
2018
Q3 		$222K Hold
2,540
– – 0.14% 66
2018
Q2 		$212K Hold
2,540
– – 0.14% 66
2018
Q1 		$196K Hold
2,540
– – 0.13% 66
2017
Q4 		$195K Sell
2,540
-800
-24% -$60.3K 0.13% 65
2017
Q3 		$248K Buy
3,340
+405
+14% +$28.4K 0.15% 63
2017
Q2 		$206K Buy
+2,935
New +$203K 0.14% 73
2013
Q4 		– Sell
-8,320
Closed -$415K – 75
2013
Q3 		$415K Buy
+8,320
New +$402K 0.49% 52

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horan Capital Advisors's IJR Position: Q1 2025 in Review

Horan Capital Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.8% in Q1 2025, buying an estimated $38K and bringing the position to 6,133 shares worth $641K. The position accounts for 0.22% of the portfolio, ranked #67.

Horan Capital Advisors first reported a position in IJR in Q3 2013 and has held it in 28 quarters since. The position peaked at $678K in Q3 2024. 2,530 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • Horan Capital Advisors held 6,133 shares of iShares Core S&P Small-Cap ETF worth $641K as of Q1 2025.
  • Horan Capital Advisors bought 337 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $38K.
  • iShares Core S&P Small-Cap ETF made up 0.22% of Horan Capital Advisors's portfolio in Q1 2025, its #67 holding.
  • Horan Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2013 and has held it in 28 quarters since.
  • Horan Capital Advisors's iShares Core S&P Small-Cap ETF position peaked at $678K in Q3 2024.
  • 2,530 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.