Morningstar Investment Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Morningstar Investment Services’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	-1,974	Closed	-$227K	–	143
2024 Q4	$227K	Sell	1,974 -23,710	-92%	-$2.83M	0.02%	140
2024 Q3	$2.99M	Buy	25,684 +7,457	+41%	+$842K	0.03%	161
2024 Q2	$1.93M	Buy	18,227 +5,831	+47%	+$624K	0.02%	164
2024 Q1	$1.36M	Sell	12,396 -4,489	-27%	-$477K	0.02%	175
2023 Q4	$1.85M	Buy	16,885 +13,300	+371%	+$1.28M	0.01%	190
2023 Q3	$340K	Buy	+3,585	New	+$358K	﹤0.01%	235

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

Morningstar Investment Services's IJR Position: Q1 2025 in Review

Morningstar Investment Services sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 1,974 shares — an estimated $227K sold.

Morningstar Investment Services first reported a position in IJR in Q3 2023 and held it in 6 quarters. The position peaked at $2.99M in Q3 2024. 2,529 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

Morningstar Investment Services reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Morningstar Investment Services sold 1,974 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $227K.
Morningstar Investment Services first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and held it in 6 quarters.
Morningstar Investment Services's iShares Core S&P Small-Cap ETF position peaked at $2.99M in Q3 2024.
2,529 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.