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

MYCIO Wealth 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
Q2 		– Sell
-3,450
Closed -$361K – 51
2025
Q1 		$361K Buy
3,450
+10
+0.3% +$1.13K 0.09% 33
2024
Q4 		$396K Buy
+3,440
New +$411K 0.1% 34
2020
Q1 		– Sell
-43,433
Closed -$3.64M – 204
2019
Q4 		$3.64M Buy
43,433
+24,277
+127% +$1.95M 0.24% 51
2019
Q3 		$1.49M Buy
19,156
+1,497
+8% +$116K 0.11% 84
2019
Q2 		$1.38M Buy
17,659
+1,186
+7% +$92.1K 0.11% 82
2019
Q1 		$1.27M Buy
16,473
+415
+3% +$31.9K 0.11% 82
2018
Q4 		$1.11M Buy
16,058
+884
+6% +$68.3K 0.1% 88
2018
Q3 		$1.32M Buy
15,174
+4,489
+42% +$393K 0.13% 75
2018
Q2 		$892K Buy
10,685
+5,823
+120% +$475K 0.09% 106
2018
Q1 		$374K Buy
4,862
+1,258
+35% +$97.9K 0.04% 158
2017
Q4 		$277K Buy
3,604
+15
+0.4% +$1.13K 0.03% 201
2017
Q3 		$266K Buy
3,589
+409
+13% +$28.7K 0.03% 207
2017
Q2 		$223K Hold
3,180
– – 0.03% 212
2017
Q1 		$220K Sell
3,180
-216
-6% -$14.9K 0.03% 212
2016
Q4 		$233K Buy
3,396
+136
+4% +$8.77K 0.03% 186
2016
Q3 		$202K Buy
3,260
+220
+7% +$13.4K 0.03% 170
2016
Q2 		$177K Buy
3,040
+178
+6% +$10.1K 0.03% 186
2016
Q1 		$161K Sell
2,862
-1,370
-32% -$71.5K 0.03% 177
2015
Q4 		$233K Buy
4,232
+332
+9% +$18.7K 0.04% 136
2015
Q3 		$208K Buy
3,900
+1,506
+63% +$85.4K 0.04% 133
2015
Q2 		$141K Sell
2,394
-22
-0.9% -$1.3K 0.03% 170
2015
Q1 		$143K Buy
2,416
+8
+0.3% +$458 0.03% 173
2014
Q4 		$137K Buy
2,408
+8
+0.3% +$437 0.03% 169
2014
Q3 		$125K Buy
2,400
+6
+0.3% +$327 0.03% 172
2014
Q2 		$134K Sell
2,394
-824
-26% -$44.6K 0.03% 169
2014
Q1 		$177K Buy
3,218
+700
+28% +$37.8K 0.04% 141
2013
Q4 		$137K Buy
2,518
+14
+0.6% +$732 0.03% 159
2013
Q3 		$125K Buy
2,504
+8
+0.3% +$387 0.03% 155
2013
Q2 		$113K Buy
+2,496
New +$111K 0.03% 160

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

MYCIO Wealth Partners's IJR Position: Q2 2025 in Review

MYCIO Wealth Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 3,450 shares — an estimated $361K sold.

MYCIO Wealth Partners first reported a position in IJR in Q2 2013 and held it in 29 quarters. The position peaked at $3.64M in Q4 2019. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

  • MYCIO Wealth Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • MYCIO Wealth Partners sold 3,450 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $361K.
  • MYCIO Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and held it in 29 quarters.
  • MYCIO Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $3.64M in Q4 2019.
  • 2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

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