Lockerman Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Lockerman Financial Group’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	–	Sell	-19,943	Closed	-$2.37M	–	102
2025 Q3	$2.37M	Hold	19,943	–	–	2.99%	5
2025 Q2	$2.18M	Sell	19,943 -155	-0.8%	-$16K	2.93%	5
2025 Q1	$2.1M	Sell	20,098 -16	-0.1%	-$1.8K	3.18%	4
2024 Q4	$2.32M	Buy	20,114 +54	+0.3%	+$6.45K	3.94%	3
2024 Q3	$2.35M	Hold	20,060	–	–	3.97%	2
2024 Q2	$2.14M	Buy	20,060 +5,690	+40%	+$609K	3.88%	2
2024 Q1	$1.59M	Hold	14,370	–	–	3.04%	4
2023 Q4	$1.56M	Sell	14,370 -18	-0.1%	-$1.74K	3.6%	3
2023 Q3	$1.36M	Hold	14,388	–	–	3.65%	3
2023 Q2	$1.43M	Buy	14,388 +448	+3%	+$42.7K	3.98%	3
2023 Q1	$1.35M	Sell	13,940 -459	-3%	-$45.9K	3.71%	3
2022 Q4	$1.36M	Buy	14,399 +10,399	+260%	+$997K	3.98%	3
2022 Q3	$349K	Sell	4,000 -130	-3%	-$12.6K	1%	26
2022 Q2	$382K	Sell	4,130 -471	-10%	-$46.8K	1.22%	24
2022 Q1	$497K	Sell	4,601 -575	-11%	-$62K	1.34%	16
2021 Q4	$593K	Buy	+5,176	New	+$590K	1.55%	13

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lockerman Financial Group's IJR Position: Q4 2025 in Review

Lockerman Financial Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 19,943 shares — an estimated $2.37M sold.

Lockerman Financial Group first reported a position in IJR in Q4 2021 and held it in 16 quarters. The position peaked at $2.37M in Q3 2025. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Lockerman Financial Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Lockerman Financial Group sold 19,943 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $2.37M.
Lockerman Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 16 quarters.
Lockerman Financial Group's iShares Core S&P Small-Cap ETF position peaked at $2.37M in Q3 2025.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.