Nadler Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Nadler Financial Group’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	–	Sell	-3,796	Closed	-$415K	–	141
2025 Q2	$415K	Buy	3,796 +390	+11%	+$40.3K	0.04%	84
2025 Q1	$356K	Hold	3,406	–	–	0.04%	87
2024 Q4	$392K	Hold	3,406	–	–	0.04%	81
2024 Q3	$398K	Hold	3,406	–	–	0.04%	80
2024 Q2	$363K	Sell	3,406 -233	-6%	-$24.9K	0.04%	76
2024 Q1	$402K	Buy	3,639 +405	+13%	+$43K	0.05%	73
2023 Q4	$350K	Buy	3,234 +98	+3%	+$9.45K	0.05%	77
2023 Q3	$296K	Hold	3,136	–	–	0.04%	78
2023 Q2	$313K	Sell	3,136 -185	-6%	-$17.6K	0.05%	80
2023 Q1	$321K	Buy	3,321 +240	+8%	+$24K	0.05%	80
2022 Q4	$292K	Hold	3,081	–	–	0.05%	84
2022 Q3	$269K	Buy	+3,081	New	+$299K	0.05%	82

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Nadler Financial Group's IJR Position: Q3 2025 in Review

Nadler Financial Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 3,796 shares — an estimated $415K sold.

Nadler Financial Group first reported a position in IJR in Q3 2022 and held it in 12 quarters. The position peaked at $415K in Q2 2025. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Nadler Financial Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Nadler Financial Group sold 3,796 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $415K.
Nadler Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and held it in 12 quarters.
Nadler Financial Group's iShares Core S&P Small-Cap ETF position peaked at $415K in Q2 2025.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Nadler Financial Group's 13F filing for Q3 2025, filed 30 Oct 2025.