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

Lane & 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
Q1 		$1.61M Buy
15,362
+754
+5% +$85.1K 0.87% 30
2024
Q4 		$1.73M Buy
14,608
+99
+0.7% +$11.8K 0.89% 28
2024
Q3 		$1.7M Sell
14,509
-1,637
-10% -$185K 0.92% 27
2024
Q2 		$1.72M Sell
16,146
-2,331
-13% -$249K 1.02% 26
2024
Q1 		$2.04M Sell
18,477
-933
-5% -$99.1K 1.29% 21
2023
Q4 		$2.1M Buy
19,410
+1,162
+6% +$112K 1.53% 19
2023
Q3 		$1.72M Buy
18,248
+2,323
+15% +$232K 1.38% 18
2023
Q2 		$1.59M Buy
15,925
+2,512
+19% +$239K 1.26% 20
2023
Q1 		$1.3M Buy
13,413
+207
+2% +$20.7K 1.16% 21
2022
Q4 		$1.25M Buy
+13,206
New +$1.27M 1.18% 20

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lane & Associates's IJR Position: Q1 2025 in Review

Lane & Associates increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.2% in Q1 2025, buying an estimated $85.1K and bringing the position to 15,362 shares worth $1.61M. The position accounts for 0.87% of the portfolio, ranked #30.

Lane & Associates first reported a position in IJR in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.1M in Q4 2023. 2,529 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • Lane & Associates held 15,362 shares of iShares Core S&P Small-Cap ETF worth $1.61M as of Q1 2025.
  • Lane & Associates bought 754 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $85.1K.
  • iShares Core S&P Small-Cap ETF made up 0.87% of Lane & Associates's portfolio in Q1 2025, its #30 holding.
  • Lane & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 10 quarters since.
  • Lane & Associates's iShares Core S&P Small-Cap ETF position peaked at $2.1M in Q4 2023.
  • 2,529 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.