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J. Goldman & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

J. Goldman & Co’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
Q4 		– Sell
-87,500
Closed -$10.4M – 637
2025
Q3 		$10.4M Buy
87,500
+76,300
+681% +$8.78M 0.26% 112
2025
Q2 		$1.22M Sell
11,200
-163,800
-94% -$16.9M 0.03% 326
2025
Q1 		$18.3M Buy
+175,000
New +$19.7M 0.45% 67

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $544B AUM 28.31% 1-Year Est. Return

J. Goldman & Co's IJR Position: Q3 2023 in Review

J. Goldman & Co sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2023, closing a stake of 15,591 shares — an estimated $1.55M sold.

J. Goldman & Co first reported a position in IJR in Q3 2021 and held it in 2 quarters. The position peaked at $1.55M in Q2 2023. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2023.

  • J. Goldman & Co reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • J. Goldman & Co sold 15,591 iShares Core S&P Small-Cap ETF shares in Q3 2023, an estimated $1.55M.
  • J. Goldman & Co first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and held it in 2 quarters.
  • J. Goldman & Co's iShares Core S&P Small-Cap ETF position peaked at $1.55M in Q2 2023.
  • 2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2023.

Based on J. Goldman & Co's 13F filing for Q3 2023, filed 14 Nov 2023.