John Overdeck’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

John Overdeck’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	-178,979	Closed	-$21.3M	–	4219
2025 Q3	$21.3M	Buy	+178,979	New	+$20.6M	0.03%	613
2024 Q3	–	Sell	-1,900	Closed	-$203K	–	3222
2024 Q2	$203K	Sell	1,900 -16,779	-90%	-$1.8M	﹤0.01%	2726
2024 Q1	$2.06M	Buy	18,679 +11,979	+179%	+$1.27M	﹤0.01%	1457
2023 Q4	$725K	Buy	6,700 +4,500	+205%	+$434K	﹤0.01%	2260
2023 Q3	$208K	Buy	+2,200	New	+$220K	﹤0.01%	2628
2017 Q3	–	Sell	-2,900	Closed	-$203K	–	2954
2017 Q2	$203K	Buy	+2,900	New	+$201K	﹤0.01%	2805
2016 Q3	–	Sell	-7,400	Closed	-$430K	–	3217
2016 Q2	$430K	Sell	7,400 -81,466	-92%	-$4.64M	﹤0.01%	2337
2016 Q1	$5M	Buy	88,866 +51,666	+139%	+$2.7M	0.02%	712
2015 Q4	$2.05M	Buy	+37,200	New	+$2.1M	0.01%	1076
2015 Q3	–	Sell	-8,000	Closed	-$472K	–	2443
2015 Q2	$472K	Sell	8,000 -101,236	-93%	-$5.99M	﹤0.01%	2148
2015 Q1	$6.45M	Buy	109,236 +36,346	+50%	+$2.08M	0.03%	619
2014 Q4	$4.16M	Buy	+72,890	New	+$3.98M	0.02%	706
2014 Q2	–	Sell	-12,598	Closed	-$694K	–	2239
2014 Q1	$694K	Sell	12,598 -44,802	-78%	-$2.42M	﹤0.01%	1363
2013 Q4	$3.13M	Buy	+57,400	New	+$3M	0.02%	803

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

John Overdeck's IJR Position: Q4 2025 in Review

John Overdeck sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 178,979 shares — an estimated $21.3M sold.

John Overdeck first reported a position in IJR in Q4 2013 and held it in 14 quarters. The position peaked at $21.3M in Q3 2025. 2,729 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

John Overdeck reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
John Overdeck sold 178,979 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $21.3M.
John Overdeck first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and held it in 14 quarters.
John Overdeck's iShares Core S&P Small-Cap ETF position peaked at $21.3M in Q3 2025.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Two Sigma Investments's 13F filing for Q4 2025, filed 17 Feb 2026.