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

Knuff & 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 Q1	–	Sell	-3,021	Closed	-$348K	–	147
2024 Q4	$348K	Buy	+3,021	New	+$361K	0.11%	87
2023 Q1	–	Sell	-83	Closed	-$7.86K	–	132
2022 Q4	$7.86K	Hold	83	–	–	﹤0.01%	131
2022 Q3	$7K	Hold	83	–	–	﹤0.01%	128
2022 Q2	$8K	Hold	83	–	–	﹤0.01%	129
2022 Q1	$9K	Sell	83 -35	-30%	-$3.78K	﹤0.01%	133
2021 Q4	$14K	Hold	118	–	–	﹤0.01%	139
2021 Q3	$13K	Hold	118	–	–	﹤0.01%	143
2021 Q2	$13K	Hold	118	–	–	﹤0.01%	156
2021 Q1	$13K	Sell	118 -394	-77%	-$41.2K	0.01%	141
2020 Q4	$47K	Sell	512 -86	-14%	-$7.07K	0.02%	124
2020 Q3	$42K	Buy	+598	New	+$42.9K	0.02%	122

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Knuff & Co's IJR Position: Q1 2025 in Review

Knuff & Co sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 3,021 shares — an estimated $348K sold.

Knuff & Co first reported a position in IJR in Q3 2020 and held it in 11 quarters. The position peaked at $348K in Q4 2024. 2,533 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

Knuff & Co reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Knuff & Co sold 3,021 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $348K.
Knuff & Co first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and held it in 11 quarters.
Knuff & Co's iShares Core S&P Small-Cap ETF position peaked at $348K in Q4 2024.
2,533 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Knuff & Co's 13F filing for Q1 2025, filed 13 May 2025.