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Kathleen S. Wright Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$594K Sell
5,002
-180
-3% -$20.7K 0.22% 68
2025
Q2 		$566K Sell
5,182
-147
-3% -$15.2K 0.22% 72
2025
Q1 		$557K Buy
5,329
+50
+0.9% +$5.64K 0.23% 70
2024
Q4 		$608K Buy
5,279
+9
+0.2% +$1.07K 0.25% 69
2024
Q3 		$616K Buy
5,270
+507
+11% +$57.3K 0.25% 68
2024
Q2 		$508K Buy
4,763
+24
+0.5% +$2.57K 0.23% 70
2024
Q1 		$524K Sell
4,739
-19
-0.4% -$2.02K 0.25% 69
2023
Q4 		$515K Sell
4,758
-57
-1% -$5.49K 0.26% 68
2023
Q3 		$454K Buy
4,815
+1
+0% +$100 0.25% 71
2023
Q2 		$480K Sell
4,814
-72
-1% -$6.86K 0.31% 61
2023
Q1 		$473K Buy
4,886
+63
+1% +$6.3K 0.31% 62
2022
Q4 		$456K Buy
4,823
+23
+0.5% +$2.21K 0.31% 68
2022
Q3 		$419K Buy
4,800
+172
+4% +$16.7K 0.34% 66
2022
Q2 		$428K Buy
4,628
+874
+23% +$86.9K 0.36% 60
2022
Q1 		$405K Buy
3,754
+450
+14% +$48.6K 0.3% 62
2021
Q4 		$378K Buy
+3,304
New +$377K 0.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Kathleen S. Wright Associates's IJR Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.5% in Q3 2025, selling an estimated $20.7K and leaving 5,002 shares worth $594K. The position accounts for 0.22% of the portfolio, ranked #68.

Kathleen S. Wright Associates first reported a position in IJR in Q4 2021 and has held it in 16 quarters since. The position peaked at $616K in Q3 2024. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Kathleen S. Wright Associates held 5,002 shares of iShares Core S&P Small-Cap ETF worth $594K as of Q3 2025.
  • Kathleen S. Wright Associates sold 180 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $20.7K.
  • iShares Core S&P Small-Cap ETF made up 0.22% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #68 holding.
  • Kathleen S. Wright Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • Kathleen S. Wright Associates's iShares Core S&P Small-Cap ETF position peaked at $616K in Q3 2024.
  • 2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.