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

Moloney Securities 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
Q3 		$1.39M Sell
11,684
-1,171
-9% -$135K 0.17% 152
2025
Q2 		$1.4M Sell
12,855
-5,653
-31% -$584K 0.17% 143
2025
Q1 		$1.94M Buy
18,508
+1,073
+6% +$121K 0.26% 93
2024
Q4 		$2.01M Buy
17,435
+793
+5% +$94.7K 0.27% 95
2024
Q3 		$1.95M Buy
16,642
+165
+1% +$18.6K 0.26% 92
2024
Q2 		$1.76M Buy
16,477
+532
+3% +$56.9K 0.25% 91
2024
Q1 		$1.76M Buy
15,945
+794
+5% +$84.3K 0.27% 94
2023
Q4 		$1.64M Buy
15,151
+675
+5% +$65.1K 0.26% 91
2023
Q3 		$1.37M Buy
14,476
+524
+4% +$52.3K 0.25% 99
2023
Q2 		$1.39M Buy
13,952
+405
+3% +$38.6K 0.25% 106
2023
Q1 		$1.31M Sell
13,547
-153
-1% -$15.3K 0.24% 107
2022
Q4 		$1.3M Sell
13,700
-409
-3% -$39.2K 0.29% 97
2022
Q3 		$1.23M Buy
14,109
+268
+2% +$26K 0.3% 86
2022
Q2 		$1.28M Buy
13,841
+557
+4% +$55.4K 0.3% 89
2022
Q1 		$1.43M Sell
13,284
-316
-2% -$34.1K 0.28% 103
2021
Q4 		$1.56M Buy
13,600
+159
+1% +$18.1K 0.26% 89
2021
Q3 		$1.47M Sell
13,441
-1,475
-10% -$162K 0.27% 99
2021
Q2 		$1.69M Buy
14,916
+193
+1% +$21.5K 0.31% 91
2021
Q1 		$1.6M Buy
14,723
+1,436
+11% +$150K 0.31% 89
2020
Q4 		$1.22M Buy
13,287
+21
+0.2% +$1.73K 0.27% 97
2020
Q3 		$932K Buy
13,266
+44
+0.3% +$3.15K 0.25% 105
2020
Q2 		$903K Sell
13,222
-628
-5% -$39.6K 0.26% 104
2020
Q1 		$777K Sell
13,850
-3,363
-20% -$250K 0.28% 104
2019
Q4 		$1.44M Buy
17,213
+301
+2% +$24.2K 0.45% 59
2019
Q3 		$1.32M Sell
16,912
-1,025
-6% -$79.4K 0.44% 62
2019
Q2 		$1.4M Buy
17,937
+206
+1% +$16K 0.47% 54
2019
Q1 		$1.37M Sell
17,731
-38
-0.2% -$2.92K 0.47% 53
2018
Q4 		$1.23M Buy
17,769
+597
+3% +$46.1K 0.5% 51
2018
Q3 		$1.5M Sell
17,172
-2,233
-12% -$196K 0.52% 50
2018
Q2 		$1.62M Buy
19,405
+142
+0.7% +$11.6K 0.61% 42
2018
Q1 		$1.48M Sell
19,263
-1,155
-6% -$89.9K 0.6% 47
2017
Q4 		$1.57M Buy
20,418
+169
+0.8% +$12.7K 0.66% 39
2017
Q3 		$1.5M Sell
20,249
-1,038
-5% -$72.7K 0.67% 38
2017
Q2 		$1.49M Buy
21,287
+1,770
+9% +$123K 0.74% 34
2017
Q1 		$1.35M Buy
19,517
+6,879
+54% +$474K 0.7% 40
2016
Q4 		$869K Buy
+12,638
New +$815K 0.52% 49

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

Moloney Securities Asset Management's IJR Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 9.1% in Q3 2025, selling an estimated $135K and leaving 11,684 shares worth $1.39M. The position accounts for 0.17% of the portfolio, ranked #152.

Moloney Securities Asset Management first reported a position in IJR in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.01M in Q4 2024. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Moloney Securities Asset Management held 11,684 shares of iShares Core S&P Small-Cap ETF worth $1.39M as of Q3 2025.
  • Moloney Securities Asset Management sold 1,171 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $135K.
  • iShares Core S&P Small-Cap ETF made up 0.17% of Moloney Securities Asset Management's portfolio in Q3 2025, its #152 holding.
  • Moloney Securities Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 36 quarters since.
  • Moloney Securities Asset Management's iShares Core S&P Small-Cap ETF position peaked at $2.01M in Q4 2024.
  • 2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.