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

Marcum Wealth’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 		$35.7M Buy
340,953
+29,842
+10% +$3.37M 3.08% 10
2024
Q4 		$35.8M Buy
311,111
+12,409
+4% +$1.48M 3.11% 9
2024
Q3 		$34.9M Buy
298,702
+24,411
+9% +$2.76M 3.25% 8
2024
Q2 		$29.3M Buy
274,291
+31,766
+13% +$3.4M 2.93% 8
2024
Q1 		$26.8M Buy
242,525
+43,355
+22% +$4.6M 2.72% 8
2023
Q4 		$21.6M Buy
199,170
+39,052
+24% +$3.76M 2.29% 8
2023
Q3 		$15.1M Buy
160,118
+38,909
+32% +$3.89M 1.82% 11
2023
Q2 		$12.1M Buy
121,209
+48,802
+67% +$4.65M 1.42% 13
2023
Q1 		$7M Buy
72,407
+50,981
+238% +$5.1M 0.87% 15
2022
Q4 		$2.03M Buy
21,426
+4,147
+24% +$398K 0.27% 41
2022
Q3 		$1.51M Sell
17,279
-1,785
-9% -$173K 0.23% 53
2022
Q2 		$1.76M Buy
19,064
+718
+4% +$71.4K 0.26% 43
2022
Q1 		$1.98M Buy
18,346
+2,018
+12% +$218K 0.27% 40
2021
Q4 		$1.87M Buy
16,328
+3,765
+30% +$429K 0.26% 50
2021
Q3 		$1.37M Sell
12,563
-1,868
-13% -$206K 0.22% 66
2021
Q2 		$1.63M Buy
14,431
+54
+0.4% +$6.02K 0.26% 44
2021
Q1 		$1.56M Buy
14,377
+10,855
+308% +$1.14M 0.26% 48
2020
Q4 		$324K Sell
3,522
-2,108
-37% -$173K 0.08% 99
2020
Q3 		$395K Sell
5,630
-2,929
-34% -$210K 0.12% 60
2020
Q2 		$584K Buy
8,559
+3,399
+66% +$215K 0.18% 47
2020
Q1 		$290K Buy
5,160
+811
+19% +$60.4K 0.11% 67
2019
Q4 		$365K Buy
+4,349
New +$350K 0.14% 70

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

Marcum Wealth's IJR Position: Q1 2025 in Review

Marcum Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 9.6% in Q1 2025, buying an estimated $3.37M and bringing the position to 340,953 shares worth $35.7M. The position accounts for 3.08% of the portfolio, ranked #10.

Marcum Wealth first reported a position in IJR in Q4 2019 and has held it in 22 quarters since. The position peaked at $35.8M in Q4 2024. 2,529 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • Marcum Wealth held 340,953 shares of iShares Core S&P Small-Cap ETF worth $35.7M as of Q1 2025.
  • Marcum Wealth bought 29,842 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $3.37M.
  • iShares Core S&P Small-Cap ETF made up 3.08% of Marcum Wealth's portfolio in Q1 2025, its #10 holding.
  • Marcum Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's iShares Core S&P Small-Cap ETF position peaked at $35.8M in Q4 2024.
  • 2,529 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.