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

McClarren Financial 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
Q2 		– Sell
-796
Closed -$90K – 187
2025
Q1 		$90K Buy
+796
New +$89.8K 0.06% 110
2024
Q4 		– Sell
-489
Closed -$4 – 254
2024
Q3 		$4 Sell
489
-44
-8% -$4.97K ﹤0.01% 210
2024
Q2 		$64K Sell
533
-66
-11% -$7.06K 0.04% 130
2024
Q1 		$67K Buy
599
+3
+0.5% +$319 0.05% 124
2023
Q4 		$65K Buy
596
+5
+0.8% +$482 0.05% 133
2023
Q3 		$54K Buy
591
+27
+5% +$2.7K 0.05% 137
2023
Q2 		$56K Buy
564
+66
+13% +$6.28K 0.05% 145
2023
Q1 		$46K Buy
498
+21
+4% +$2.1K 0.04% 149
2022
Q4 		$45K Sell
477
-711
-60% -$68.2K 0.04% 159
2022
Q3 		$103K Buy
+1,188
New +$115K 0.1% 88
2022
Q2 		– Sell
-574
Closed -$61K – 135
2022
Q1 		$61K Sell
574
-6
-1% -$647 0.04% 113
2021
Q4 		$67K Buy
580
+6
+1% +$684 0.05% 119
2021
Q3 		$62K Buy
574
+3
+0.5% +$330 0.05% 103
2021
Q2 		$64K Hold
571
– – 0.05% 103
2021
Q1 		$62K Buy
571
+2
+0.4% +$209 0.06% 99
2020
Q4 		$51K Buy
+569
New +$46.7K 0.05% 100

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

McClarren Financial Advisors's IJR Position: Q2 2025 in Review

McClarren Financial Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 796 shares — an estimated $90K sold.

McClarren Financial Advisors first reported a position in IJR in Q4 2020 and held it in 16 quarters. The position peaked at $103K in Q3 2022. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

  • McClarren Financial Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 796 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $90K.
  • McClarren Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 16 quarters.
  • McClarren Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $103K in Q3 2022.
  • 2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.