LJHT
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Laurie J. Hall Trustee’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Laurie J. Hall Trustee’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
-75
Closed -$9K – 172
2024
Q4 		$9K Hold
75
– – ﹤0.01% 233
2024
Q3 		$9K Hold
75
– – ﹤0.01% 240
2024
Q2 		$8K Hold
75
– – ﹤0.01% 232
2024
Q1 		$8K Hold
75
– – ﹤0.01% 235
2023
Q4 		$8K Sell
75
-150
-67% -$14.5K ﹤0.01% 239
2023
Q3 		$21K Hold
225
– – 0.01% 216
2023
Q2 		$22K Hold
225
– – 0.01% 219
2023
Q1 		$22K Hold
225
– – 0.01% 210
2022
Q4 		$21K Hold
225
– – 0.01% 206
2022
Q3 		$20K Sell
225
-75
-25% -$7.29K 0.01% 215
2022
Q2 		$28K Hold
300
– – 0.01% 207
2022
Q1 		$32K Hold
300
– – 0.01% 215
2021
Q4 		$34K Hold
300
– – 0.01% 219
2021
Q3 		$33K Sell
300
-150
-33% -$16.5K 0.01% 216
2021
Q2 		$51K Sell
450
-50
-10% -$5.58K 0.02% 196
2021
Q1 		$54K Sell
500
-372
-43% -$38.9K 0.02% 192
2020
Q4 		$80K Buy
872
+8
+0.9% +$657 0.03% 165
2020
Q3 		$61K Buy
+864
New +$61.9K 0.03% 169
2019
Q4 		$127K Buy
1,514
+824
+119% +$66.3K 0.06% 131
2019
Q3 		$54K Hold
690
– – 0.03% 171
2019
Q2 		$54K Hold
690
– – 0.03% 172
2019
Q1 		$53K Hold
690
– – 0.03% 176
2018
Q4 		$54K Sell
690
-1,122
-62% -$86.7K 0.03% 168
2018
Q3 		$158K Hold
1,812
– – 0.08% 127
2018
Q2 		$151K Hold
1,812
– – 0.09% 123
2018
Q1 		$140K Sell
1,812
-240
-12% -$18.7K 0.09% 121
2017
Q4 		$158K Buy
+2,052
New +$155K 0.09% 116
2016
Q1 		– Sell
-400
Closed -$20K – 300
2015
Q4 		$20K Buy
+400
New +$22.5K 0.01% 175

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

Laurie J. Hall Trustee's IJR Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 75 shares — an estimated $9K sold.

Laurie J. Hall Trustee first reported a position in IJR in Q4 2015 and held it in 28 quarters. The position peaked at $158K in Q3 2018. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • Laurie J. Hall Trustee reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Laurie J. Hall Trustee sold 75 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $9K.
  • Laurie J. Hall Trustee first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and held it in 28 quarters.
  • Laurie J. Hall Trustee's iShares Core S&P Small-Cap ETF position peaked at $158K in Q3 2018.
  • 2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.