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

Moser Wealth 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 		$54.6K Sell
500
-545
-52% -$56.3K 0.03% 104
2025
Q1 		$109K Buy
+1,045
New +$118K 0.06% 88

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

Moser Wealth Advisors's IJR Position: Q2 2025 in Review

Moser Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 52% in Q2 2025, selling an estimated $56.3K and leaving 500 shares worth $54.6K. The position accounts for 0.03% of the portfolio, ranked #104.

Moser Wealth Advisors first reported a position in IJR in Q1 2025 and has held it in 2 quarters since. The position peaked at $109K in Q1 2025. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

  • Moser Wealth Advisors held 500 shares of iShares Core S&P Small-Cap ETF worth $54.6K as of Q2 2025.
  • Moser Wealth Advisors sold 545 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $56.3K.
  • iShares Core S&P Small-Cap ETF made up 0.03% of Moser Wealth Advisors's portfolio in Q2 2025, its #104 holding.
  • Moser Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 2 quarters since.
  • Moser Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $109K in Q1 2025.
  • 2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.