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Litman Gregory Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Litman Gregory Wealth Management’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
Q4 		$13.5M Sell
112,039
-2,369
-2% -$283K 0.98% 27
2025
Q3 		$13.6M Sell
114,408
-15,598
-12% -$1.79M 1.01% 25
2025
Q2 		$14.2M Sell
130,006
-13,355
-9% -$1.38M 1.12% 23
2025
Q1 		$15M Sell
143,361
-82,864
-37% -$9.35M 1.29% 20
2024
Q4 		$26.1M Buy
226,225
+67,821
+43% +$8.1M 2.26% 10
2024
Q3 		$18.5M Buy
158,404
+16,351
+12% +$1.85M 1.55% 15
2024
Q2 		$15.2M Buy
142,053
+45,245
+47% +$4.84M 1.34% 19
2024
Q1 		$10.7M Buy
96,808
+9,635
+11% +$1.02M 0.97% 27
2023
Q4 		$9.44M Buy
87,173
+42,634
+96% +$4.11M 0.9% 28
2023
Q3 		$4.2M Buy
44,539
+2,516
+6% +$251K 0.43% 42
2023
Q2 		$4.19M Buy
+42,023
New +$4M 0.52% 27
2023
Q1 		– Sell
-39,233
Closed -$3.71M – 66
2022
Q4 		$3.71M Buy
39,233
+17,771
+83% +$1.7M 0.52% 27
2022
Q3 		$1.87M Sell
21,462
-3,853
-15% -$374K 0.3% 30
2022
Q2 		$2.34M Buy
25,315
+528
+2% +$52.5K 0.34% 36
2022
Q1 		$2.67M Buy
24,787
+896
+4% +$96.7K 0.39% 33
2021
Q4 		$2.74M Buy
23,891
+1,927
+9% +$220K 0.46% 31
2021
Q3 		$2.4M Buy
21,964
+20,042
+1,043% +$2.21M 0.45% 30
2021
Q2 		$1.92M Sell
1,922
-14,787
-88% -$1.65M 0.36% 32
2021
Q1 		$1.81M Sell
16,709
-1,156
-6% -$121K 0.36% 32
2020
Q4 		$1.64M Hold
17,865
– – 0.3% 35
2020
Q3 		$1.25M Hold
17,865
– – 0.26% 37
2020
Q2 		$1.22M Hold
17,865
– – 0.27% 34
2020
Q1 		$1M Buy
17,865
+14,670
+459% +$1.09M 0.25% 34
2019
Q4 		$268K Buy
3,195
+541
+20% +$43.5K 0.06% 44
2019
Q3 		$207K Hold
2,654
– – 0.05% 46
2019
Q2 		$208K Sell
2,654
-165
-6% -$12.8K 0.05% 47
2019
Q1 		$217K Buy
2,819
+165
+6% +$12.7K 0.06% 43
2018
Q4 		$184K Buy
2,654
+2,328
+714% +$180K 0.06% 44
2018
Q3 		$28K Buy
326
+44
+16% +$3.85K 0.01% 70
2018
Q2 		$24K Hold
282
– – 0.01% 67
2018
Q1 		$22K Buy
+282
New +$21.9K 0.01% 122

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Litman Gregory Wealth Management's IJR Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.1% in Q4 2025, selling an estimated $283K and leaving 112,039 shares worth $13.5M. The position accounts for 0.98% of the portfolio, ranked #27.

Litman Gregory Wealth Management first reported a position in IJR in Q1 2018 and has held it in 31 quarters since. The position peaked at $26.1M in Q4 2024. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • Litman Gregory Wealth Management held 112,039 shares of iShares Core S&P Small-Cap ETF worth $13.5M as of Q4 2025.
  • Litman Gregory Wealth Management sold 2,369 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $283K.
  • iShares Core S&P Small-Cap ETF made up 0.98% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #27 holding.
  • Litman Gregory Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and has held it in 31 quarters since.
  • Litman Gregory Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $26.1M in Q4 2024.
  • 2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.