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

LPF 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
Q1 		$2.21M Buy
21,089
+2,414
+13% +$272K 1.81% 12
2024
Q4 		$2.15M Buy
18,675
+1,078
+6% +$129K 1.8% 12
2024
Q3 		$2.06M Buy
17,597
+470
+3% +$53.1K 1.76% 12
2024
Q2 		$1.83M Buy
17,127
+2,629
+18% +$281K 1.68% 12
2024
Q1 		$1.6M Buy
14,498
+355
+3% +$37.7K 1.6% 11
2023
Q4 		$1.53M Buy
+14,143
New +$1.36M 1.63% 11

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPF Advisors's IJR Position: Q1 2025 in Review

LPF Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 13% in Q1 2025, buying an estimated $272K and bringing the position to 21,089 shares worth $2.21M. The position accounts for 1.81% of the portfolio, ranked #12.

LPF Advisors first reported a position in IJR in Q4 2023 and has held it in 6 quarters since. 2,529 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • LPF Advisors held 21,089 shares of iShares Core S&P Small-Cap ETF worth $2.21M as of Q1 2025.
  • LPF Advisors bought 2,414 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $272K.
  • iShares Core S&P Small-Cap ETF made up 1.81% of LPF Advisors's portfolio in Q1 2025, its #12 holding.
  • LPF Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 6 quarters since.
  • 2,529 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.