Iron Horse Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Iron Horse Wealth Management’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 Q2	$258K	Hold	2,358	–	–	0.08%	45
2025 Q1	$247K	Buy	2,358 +58	+3%	+$6.54K	0.08%	46
2024 Q4	$265K	Buy	2,300 +380	+20%	+$45.4K	0.09%	41
2024 Q3	$225K	Buy	1,920 +380	+25%	+$42.9K	0.08%	46
2024 Q2	$164K	Hold	1,540	–	–	0.06%	50
2024 Q1	$170K	Buy	1,540 +380	+33%	+$40.4K	0.07%	45
2023 Q4	$126K	Hold	1,160	–	–	0.05%	47
2023 Q3	$109K	Buy	+1,160	New	+$116K	0.05%	47

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Iron Horse Wealth Management's IJR Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2025 at 2,358 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #45.

Iron Horse Wealth Management first reported a position in IJR in Q3 2023 and has held it in 8 quarters since. The position peaked at $265K in Q4 2024. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Iron Horse Wealth Management held 2,358 shares of iShares Core S&P Small-Cap ETF worth $258K as of Q2 2025.
Iron Horse Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2025.
iShares Core S&P Small-Cap ETF made up 0.08% of Iron Horse Wealth Management's portfolio in Q2 2025, its #45 holding.
Iron Horse Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 8 quarters since.
Iron Horse Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $265K in Q4 2024.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.