Lockheed Martin Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Lockheed Martin Investment 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 Q2	–	Sell	-172,100	Closed	-$18M	–	119
2025 Q1	$18M	Hold	172,100	–	–	0.73%	36
2024 Q4	$19.8M	Buy	172,100 +160,500	+1,384%	+$19.2M	0.79%	29
2024 Q3	$1.36M	Hold	11,600	–	–	0.06%	97
2024 Q2	$1.24M	Hold	11,600	–	–	0.07%	96
2024 Q1	$1.28M	Hold	11,600	–	–	0.09%	102
2023 Q4	$1.26M	Hold	11,600	–	–	0.09%	103
2023 Q3	$1.09M	Hold	11,600	–	–	0.08%	106
2023 Q2	$1.16M	Sell	11,600 -84,400	-88%	-$8.04M	0.07%	105
2023 Q1	$9.28M	Buy	96,000 +53,000	+123%	+$5.3M	0.53%	42
2022 Q4	$4.07M	Hold	43,000	–	–	0.27%	66
2022 Q3	$3.75M	Hold	43,000	–	–	0.3%	59
2022 Q2	$3.97M	Hold	43,000	–	–	0.27%	66
2022 Q1	$4.64M	Buy	+43,000	New	+$4.64M	0.26%	78
2021 Q3	–	Sell	-92,300	Closed	-$10.4M	–	86
2021 Q2	$10.4M	Buy	+92,300	New	+$10.3M	0.55%	45
2018 Q4	–	Sell	-3,500	Closed	-$305K	–	83
2018 Q3	$305K	Buy	+3,500	New	+$307K	0.01%	70
2017 Q2	–	Sell	-14,486	Closed	-$1M	–	136
2017 Q1	$1M	Hold	14,486	–	–	0.06%	118
2016 Q4	$996K	Buy	+14,486	New	+$934K	0.08%	97

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lockheed Martin Investment Management's IJR Position: Q2 2025 in Review

Lockheed Martin Investment Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 172,100 shares — an estimated $18M sold.

Lockheed Martin Investment Management first reported a position in IJR in Q4 2016 and held it in 17 quarters. The position peaked at $19.8M in Q4 2024. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Lockheed Martin Investment Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Lockheed Martin Investment Management sold 172,100 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $18M.
Lockheed Martin Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and held it in 17 quarters.
Lockheed Martin Investment Management's iShares Core S&P Small-Cap ETF position peaked at $19.8M in Q4 2024.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2025, filed 4 Aug 2025.