IMC Chicago’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

IMC Chicago’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	-27,579	Closed	-$3.18M	–	3289
2024 Q4	$3.18M	Buy	27,579 +16,265	+144%	+$1.94M	﹤0.01%	1519
2024 Q3	$1.32M	Sell	11,314 -10,917	-49%	-$1.23M	﹤0.01%	1902
2024 Q2	$2.37M	Buy	22,231 +3,685	+20%	+$394K	﹤0.01%	1461
2024 Q1	$2.05M	Buy	+18,546	New	+$1.97M	﹤0.01%	1348

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IMC Chicago's IJR Position: Q1 2025 in Review

IMC Chicago sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 27,579 shares — an estimated $3.18M sold.

IMC Chicago first reported a position in IJR in Q1 2024 and held it in 4 quarters. The position peaked at $3.18M in Q4 2024. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

IMC Chicago reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
IMC Chicago sold 27,579 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $3.18M.
IMC Chicago first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and held it in 4 quarters.
IMC Chicago's iShares Core S&P Small-Cap ETF position peaked at $3.18M in Q4 2024.
2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on IMC Chicago's 13F filing for Q1 2025, filed 14 Apr 2025.