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Marshall & Sullivan’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Marshall & Sullivan’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 		– Sell
-351
Closed -$38.4K – 65
2025
Q2 		$38.4K Buy
+351
New +$36.3K 0.02% 78

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

Marshall & Sullivan's IJR Position: Q3 2025 in Review

Marshall & Sullivan sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 351 shares — an estimated $38.4K sold.

Marshall & Sullivan first reported a position in IJR in Q2 2025 and held it in 1 quarter. The position peaked at $38.4K in Q2 2025. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Marshall & Sullivan reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 351 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $38.4K.
  • Marshall & Sullivan first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Marshall & Sullivan's iShares Core S&P Small-Cap ETF position peaked at $38.4K in Q2 2025.
  • 2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.