Milestone Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Milestone Asset Management’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 Q4	–	Sell	-3,646	Closed	-$433K	–	236
2025 Q3	$433K	Buy	+3,646	New	+$419K	0.08%	163
2025 Q2	–	Sell	-4,009	Closed	-$419K	–	223
2025 Q1	$419K	Sell	4,009 -10,350	-72%	-$1.17M	0.09%	156
2024 Q4	$1.65M	Buy	14,359 +10,501	+272%	+$1.25M	0.36%	74
2024 Q3	$451K	Buy	+3,858	New	+$436K	0.1%	145

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Milestone Asset Management's IJR Position: Q4 2025 in Review

Milestone Asset Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 3,646 shares — an estimated $433K sold.

Milestone Asset Management first reported a position in IJR in Q3 2024 and held it in 4 quarters. The position peaked at $1.65M in Q4 2024. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Milestone Asset Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Milestone Asset Management sold 3,646 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $433K.
Milestone Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and held it in 4 quarters.
Milestone Asset Management's iShares Core S&P Small-Cap ETF position peaked at $1.65M in Q4 2024.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Milestone Asset Management's 13F filing for Q4 2025, filed 28 Jan 2026.