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

IBEX Wealth 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 Q3	–	Sell	-5,138	Closed	-$562K	–	211
2025 Q2	$562K	Buy	+5,138	New	+$531K	0.06%	142
2025 Q1	–	Sell	-6,205	Closed	-$715K	–	163
2024 Q4	$715K	Buy	+6,205	New	+$741K	0.08%	134
2019 Q3	–	Sell	-2,937	Closed	-$229K	–	217
2019 Q2	$229K	Buy	+2,937	New	+$228K	0.07%	128
2018 Q4	–	Sell	-30,290	Closed	-$2.6M	–	88
2018 Q3	$2.6M	Buy	30,290 +8,875	+41%	+$777K	0.93%	50
2018 Q2	$1.61M	Hold	21,415	–	–	0.65%	62
2018 Q1	$1.61M	Buy	+21,415	New	+$1.67M	0.65%	62
2017 Q4	–	Sell	-18,347	Closed	-$1.37M	–	104
2017 Q3	$1.37M	Buy	18,347 +2,361	+15%	+$165K	0.51%	67
2017 Q2	$1.11M	Buy	+15,986	New	+$1.11M	0.44%	76
2017 Q1	–	Sell	-25,424	Closed	-$864K	–	212
2016 Q4	$864K	Buy	+25,424	New	+$1.64M	0.41%	75

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IBEX Wealth Advisors's IJR Position: Q3 2025 in Review

IBEX Wealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 5,138 shares — an estimated $562K sold.

IBEX Wealth Advisors first reported a position in IJR in Q4 2016 and held it in 9 quarters. The position peaked at $2.6M in Q3 2018. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

IBEX Wealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 5,138 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $562K.
IBEX Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and held it in 9 quarters.
IBEX Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $2.6M in Q3 2018.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on IBEX Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.