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Lantern Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Lantern Wealth Advisors’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 		– Sell
-2,045
Closed -$224K – 163
2025
Q2 		$224K Buy
+2,045
New +$211K 0.13% 132
2024
Q4 		$244K Buy
2,114
+15
+0.7% +$1.79K 0.16% 117
2024
Q3 		$246K Sell
2,099
-69
-3% -$7.79K 0.17% 113
2024
Q2 		$231K Sell
2,168
-307
-12% -$32.8K 0.17% 115
2024
Q1 		$273K Buy
2,475
+12
+0.5% +$1.27K 0.19% 106
2023
Q4 		$267K Buy
+2,463
New +$237K 0.21% 96

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

Lantern Wealth Advisors's IJR Position: Q3 2025 in Review

Lantern Wealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 2,045 shares — an estimated $224K sold.

Lantern Wealth Advisors first reported a position in IJR in Q4 2023 and held it in 6 quarters. The position peaked at $273K in Q1 2024. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Lantern Wealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Lantern Wealth Advisors sold 2,045 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $224K.
  • Lantern Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and held it in 6 quarters.
  • Lantern Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $273K in Q1 2024.
  • 2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Lantern Wealth Advisors's 13F filing for Q3 2025, filed 26 Nov 2025.