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Long Run Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Long Run Wealth Advisors’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 		$11.7M Buy
97,584
+1,797
+2% +$215K 2.21% 12
2025
Q3 		$11.4M Sell
95,787
-3,200
-3% -$368K 2.23% 13
2025
Q2 		$10.8M Buy
98,987
+1,617
+2% +$167K 2.27% 12
2025
Q1 		$10.2M Buy
97,370
+10,112
+12% +$1.14M 2.31% 11
2024
Q4 		$10.1M Sell
87,258
-2,728
-3% -$326K 2.41% 10
2024
Q3 		$10.5M Sell
89,986
-4,883
-5% -$552K 2.48% 10
2024
Q2 		$10.1M Buy
94,869
+296
+0.3% +$31.7K 2.56% 10
2024
Q1 		$10.5M Buy
94,573
+2,713
+3% +$288K 2.75% 8
2023
Q4 		$9.94M Buy
91,860
+5,029
+6% +$485K 2.87% 8
2023
Q3 		$8.19M Sell
86,831
-1,584
-2% -$158K 2.66% 10
2023
Q2 		$8.81M Sell
88,415
-16,225
-16% -$1.54M 2.81% 10
2023
Q1 		$10.1M Buy
104,640
+5,620
+6% +$562K 3.44% 8
2022
Q4 		$9.37M Buy
99,020
+1,590
+2% +$153K 3.37% 8
2022
Q3 		$8.49M Buy
97,430
+6,954
+8% +$675K 3.37% 6
2022
Q2 		$8.36M Buy
90,476
+2,342
+3% +$233K 3.24% 8
2022
Q1 		$9.52M Buy
88,134
+74,483
+546% +$8.04M 3.33% 7
2021
Q4 		$1.56M Buy
+13,651
New +$1.56M 0.54% 43

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

Long Run Wealth Advisors's IJR Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.9% in Q4 2025, buying an estimated $215K and bringing the position to 97,584 shares worth $11.7M. The position accounts for 2.21% of the portfolio, ranked #12.

Long Run Wealth Advisors first reported a position in IJR in Q4 2021 and has held it in 17 quarters since. 2,721 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • Long Run Wealth Advisors held 97,584 shares of iShares Core S&P Small-Cap ETF worth $11.7M as of Q4 2025.
  • Long Run Wealth Advisors bought 1,797 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $215K.
  • iShares Core S&P Small-Cap ETF made up 2.21% of Long Run Wealth Advisors's portfolio in Q4 2025, its #12 holding.
  • Long Run Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,721 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.