Moody Aldrich Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Moody Aldrich Partners’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	–	Sell	-1,900	Closed	-$219K	–	189
2024 Q4	$219K	Hold	1,900	–	–	0.04%	189
2024 Q3	$222K	Hold	1,900	–	–	0.04%	186
2024 Q2	$203K	Hold	1,900	–	–	0.04%	193
2024 Q1	$210K	Hold	1,900	–	–	0.04%	210
2023 Q4	$206K	Buy	+1,900	New	+$183K	0.04%	193
2023 Q1	–	Sell	-2,160	Closed	-$204K	–	171
2022 Q4	$204K	Buy	+2,160	New	+$207K	0.04%	156
2022 Q2	–	Sell	-2,160	Closed	-$233K	–	155
2022 Q1	$233K	Hold	2,160	–	–	0.03%	144
2021 Q4	$247K	Hold	2,160	–	–	0.03%	145
2021 Q3	$236K	Hold	2,160	–	–	0.03%	160
2021 Q2	$244K	Hold	2,160	–	–	0.03%	160
2021 Q1	$234K	Buy	+2,160	New	+$226K	0.03%	171

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moody Aldrich Partners's IJR Position: Q1 2025 in Review

Moody Aldrich Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 1,900 shares — an estimated $219K sold.

Moody Aldrich Partners first reported a position in IJR in Q1 2021 and held it in 11 quarters. The position peaked at $247K in Q4 2021. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

Moody Aldrich Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Moody Aldrich Partners sold 1,900 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $219K.
Moody Aldrich Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and held it in 11 quarters.
Moody Aldrich Partners's iShares Core S&P Small-Cap ETF position peaked at $247K in Q4 2021.
2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Moody Aldrich Partners's 13F filing for Q1 2025, filed 29 Apr 2025.