Jordan Park Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Jordan Park Group’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	–	Sell	-6,325	Closed	-$661K	–	70
2025 Q1	$661K	Sell	6,325 -4,511	-42%	-$509K	0.05%	51
2024 Q4	$1.25M	Hold	10,836	–	–	0.09%	43
2024 Q3	$1.27M	Sell	10,836 -1,117	-9%	-$126K	0.09%	45
2024 Q2	$1.27M	Buy	11,953 +10,092	+542%	+$1.08M	0.1%	32
2024 Q1	$206K	Hold	1,861	–	–	0.01%	49
2023 Q4	$201K	Sell	1,861 -2,046	-52%	-$197K	0.01%	46
2023 Q3	$369K	Sell	3,907 -3,054	-44%	-$305K	0.03%	40
2023 Q2	$694K	Hold	6,961	–	–	0.05%	38
2023 Q1	$673K	Buy	+6,961	New	+$696K	0.04%	38

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

Jordan Park Group's IJR Position: Q2 2025 in Review

Jordan Park Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 6,325 shares — an estimated $661K sold.

Jordan Park Group first reported a position in IJR in Q1 2023 and held it in 9 quarters. The position peaked at $1.27M in Q2 2024. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Jordan Park Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Jordan Park Group sold 6,325 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $661K.
Jordan Park Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and held it in 9 quarters.
Jordan Park Group's iShares Core S&P Small-Cap ETF position peaked at $1.27M in Q2 2024.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Jordan Park Group's 13F filing for Q2 2025, filed 31 Jul 2025.