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

Logan Capital 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 		– Sell
-1,000
Closed -$119K – 372
2025
Q3 		$119K Hold
1,000
– – 0.01% 286
2025
Q2 		$109K Sell
1,000
-112
-10% -$11.6K 0.01% 282
2025
Q1 		$116K Buy
1,112
+66
+6% +$7.45K 0.01% 301
2024
Q4 		$121K Hold
1,046
– – 0.01% 307
2024
Q3 		$122K Buy
1,046
+1
+0.1% +$113 0.01% 309
2024
Q2 		$111K Buy
1,045
+45
+5% +$4.82K ﹤0.01% 310
2024
Q1 		$111K Sell
1,000
-889
-47% -$94.4K ﹤0.01% 311
2023
Q4 		$204K Hold
1,889
– – 0.01% 288
2023
Q3 		$178K Buy
1,889
+17
+0.9% +$1.7K 0.01% 284
2023
Q2 		$187K Hold
1,872
– – 0.01% 280
2023
Q1 		$181K Sell
1,872
-21
-1% -$2.1K 0.01% 293
2022
Q4 		$179K Hold
1,893
– – 0.01% 294
2022
Q3 		$165K Hold
1,893
– – 0.01% 280
2022
Q2 		$175K Buy
1,893
+66
+4% +$6.56K 0.01% 286
2022
Q1 		$197K Sell
1,827
-16
-0.9% -$1.73K 0.01% 289
2021
Q4 		$211K Hold
1,843
– – 0.01% 291
2021
Q3 		$201K Hold
1,843
– – 0.01% 291
2021
Q2 		$208K Hold
1,843
– – 0.01% 283
2021
Q1 		$200K Buy
+1,843
New +$193K 0.01% 275
2020
Q1 		– Sell
-5,440
Closed -$456K – 312
2019
Q4 		$456K Buy
5,440
+10
+0.2% +$805 0.02% 262
2019
Q3 		$423K Hold
5,430
– – 0.02% 260
2019
Q2 		$425K Hold
5,430
– – 0.03% 259
2019
Q1 		$419K Sell
5,430
-322
-6% -$24.7K 0.03% 261
2018
Q4 		$399K Buy
5,752
+185
+3% +$14.3K 0.03% 241
2018
Q3 		$486K Hold
5,567
– – 0.03% 241
2018
Q2 		$465K Buy
5,567
+1,866
+50% +$152K 0.03% 235
2018
Q1 		$285K Buy
3,701
+429
+13% +$33.4K 0.02% 258
2017
Q4 		$251K Hold
3,272
– – 0.02% 264
2017
Q3 		$243K Hold
3,272
– – 0.02% 266
2017
Q2 		$229K Buy
3,272
+74
+2% +$5.12K 0.02% 262
2017
Q1 		$221K Buy
+3,198
New +$221K 0.02% 261

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Logan Capital Management's IJR Position: Q4 2025 in Review

Logan Capital Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 1,000 shares — an estimated $119K sold.

Logan Capital Management first reported a position in IJR in Q1 2017 and held it in 31 quarters. The position peaked at $486K in Q3 2018. 2,721 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • Logan Capital Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Logan Capital Management sold 1,000 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $119K.
  • Logan Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2017 and held it in 31 quarters.
  • Logan Capital Management's iShares Core S&P Small-Cap ETF position peaked at $486K in Q3 2018.
  • 2,721 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.