LC
IJR icon

Lindbrook Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Lindbrook Capital’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 		$5.03M Sell
48,100
-2,440
-5% -$275K 0.46% 32
2024
Q4 		$5.82M Sell
50,540
-7,364
-13% -$880K 0.53% 32
2024
Q3 		$6.77M Sell
57,904
-4,046
-7% -$457K 0.6% 27
2024
Q2 		$6.61M Sell
61,950
-88
-0.1% -$9.41K 0.62% 26
2024
Q1 		$6.86M Sell
62,038
-100
-0.2% -$10.6K 0.64% 28
2023
Q4 		$6.73M Sell
62,138
-2,571
-4% -$248K 0.67% 24
2023
Q3 		$6.1M Buy
64,709
+2,068
+3% +$207K 0.68% 26
2023
Q2 		$6.24M Buy
62,641
+5,417
+9% +$516K 0.66% 23
2023
Q1 		$5.53M Buy
57,224
+17,352
+44% +$1.73M 0.65% 24
2022
Q4 		$3.77M Buy
39,872
+613
+2% +$58.8K 0.46% 45
2022
Q3 		$3.42M Buy
39,259
+577
+1% +$56K 0.58% 23
2022
Q2 		$3.58M Buy
38,682
+82
+0.2% +$8.15K 0.59% 23
2022
Q1 		$4.16M Buy
38,600
+1,703
+5% +$184K 0.64% 23
2021
Q4 		$4.22M Buy
+36,897
New +$4.2M 0.64% 23
2021
Q3 		– Sell
-380
Closed -$43K – 1918
2021
Q2 		$43K Buy
+380
New +$42.4K 0.01% 517

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 $424B AUM 22.96% 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 $445B AUM 25.58% 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 $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lindbrook Capital's IJR Position: Q1 2025 in Review

Lindbrook Capital reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.8% in Q1 2025, selling an estimated $275K and leaving 48,100 shares worth $5.03M. The position accounts for 0.46% of the portfolio, ranked #32.

Lindbrook Capital first reported a position in IJR in Q2 2021 and has held it in 15 quarters since. The position peaked at $6.86M in Q1 2024. 2,530 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • Lindbrook Capital held 48,100 shares of iShares Core S&P Small-Cap ETF worth $5.03M as of Q1 2025.
  • Lindbrook Capital sold 2,440 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $275K.
  • iShares Core S&P Small-Cap ETF made up 0.46% of Lindbrook Capital's portfolio in Q1 2025, its #32 holding.
  • Lindbrook Capital first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and has held it in 15 quarters since.
  • Lindbrook Capital's iShares Core S&P Small-Cap ETF position peaked at $6.86M in Q1 2024.
  • 2,530 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.