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

Lowe 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 Q3	$123K	Hold	1,036	–	–	0.04%	83
2025 Q2	$113K	Hold	1,036	–	–	0.04%	83
2025 Q1	$108K	Hold	1,036	–	–	0.05%	86
2024 Q4	$119K	Hold	1,036	–	–	0.05%	75
2024 Q3	$121K	Hold	1,036	–	–	0.05%	69
2024 Q2	$111K	Buy	1,036 +905	+691%	+$96.8K	0.05%	68
2024 Q1	$14.5K	Hold	131	–	–	0.01%	185
2023 Q4	$14.2K	Sell	131 -15	-10%	-$1.45K	0.01%	185
2023 Q3	$13.8K	Sell	146 -213	-59%	-$21.3K	0.01%	176
2023 Q2	$35.8K	Hold	359	–	–	0.02%	127
2023 Q1	$34.7K	Hold	359	–	–	0.02%	123
2022 Q4	$34K	Hold	359	–	–	0.02%	124
2022 Q3	$31K	Hold	359	–	–	0.02%	120
2022 Q2	$33K	Hold	359	–	–	0.02%	117
2022 Q1	$39K	Hold	359	–	–	0.02%	118
2021 Q4	$41K	Hold	359	–	–	0.02%	110
2021 Q3	$39K	Hold	359	–	–	0.02%	106
2021 Q2	$41K	Hold	359	–	–	0.02%	103
2021 Q1	$39K	Hold	359	–	–	0.02%	99
2020 Q4	$33K	Hold	359	–	–	0.02%	102
2020 Q3	$25K	Hold	359	–	–	0.01%	107
2020 Q2	$25K	Hold	359	–	–	0.01%	100
2020 Q1	$20K	Buy	359 +19	+6%	+$1.42K	0.01%	101
2019 Q4	$29K	Buy	340 +16	+5%	+$1.29K	0.02%	95
2019 Q3	$25K	Buy	324 +20	+7%	+$1.55K	0.01%	102
2019 Q2	$24K	Buy	304 +17	+6%	+$1.32K	0.01%	107
2019 Q1	$22K	Buy	287 +18	+7%	+$1.38K	0.01%	104
2018 Q4	$19K	Buy	269 +15	+6%	+$1.16K	0.01%	107
2018 Q3	$22K	Buy	254 +12	+5%	+$1.05K	0.01%	110
2018 Q2	$20K	Buy	242 +16	+7%	+$1.3K	0.01%	110
2018 Q1	$17K	Buy	226 +19	+9%	+$1.48K	0.01%	121
2017 Q4	$16K	Buy	207 +18	+10%	+$1.36K	0.01%	126
2017 Q3	$14K	Buy	189 +21	+13%	+$1.47K	0.01%	131
2017 Q2	$12K	Buy	168 +22	+15%	+$1.52K	0.01%	126
2017 Q1	$10K	Hold	146	–	–	0.01%	134
2016 Q4	$10K	Sell	146 -50	-26%	-$3.23K	0.01%	133
2016 Q3	$12K	Sell	196 -250	-56%	-$15.3K	0.01%	132
2016 Q2	$26K	Hold	446	–	–	0.02%	79
2016 Q1	$25K	Sell	446 -32	-7%	-$1.67K	0.02%	83
2015 Q4	$26K	Hold	478	–	–	0.02%	72
2015 Q3	$25K	Sell	478 -776	-62%	-$44K	0.02%	76
2015 Q2	$74K	Buy	1,254 +300	+31%	+$17.7K	0.05%	56
2015 Q1	$56K	Hold	954	–	–	0.04%	65
2014 Q4	$54K	Buy	+954	New	+$52.1K	0.04%	64

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Lowe Wealth Advisors's IJR Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2025 at 1,036 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #83.

Lowe Wealth Advisors first reported a position in IJR in Q4 2014 and has held it in 44 quarters since. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Lowe Wealth Advisors held 1,036 shares of iShares Core S&P Small-Cap ETF worth $123K as of Q3 2025.
Lowe Wealth Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2025.
iShares Core S&P Small-Cap ETF made up 0.04% of Lowe Wealth Advisors's portfolio in Q3 2025, its #83 holding.
Lowe Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2014 and has held it in 44 quarters since.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.