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

New Century 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 Q4	–	Sell	-8,207	Closed	-$975K	–	27
2025 Q3	$975K	Buy	8,207 +130	+2%	+$15K	1.73%	30
2025 Q2	$883K	Buy	+8,077	New	+$835K	1.04%	38
2025 Q1	–	Sell	-8,366	Closed	-$972K	–	215
2024 Q4	$972K	Buy	8,366 +386	+5%	+$46.1K	0.41%	61
2024 Q3	$933K	Buy	7,980 +314	+4%	+$35.5K	0.34%	80
2024 Q2	$818K	Buy	+7,666	New	+$820K	0.35%	86
2024 Q1	–	Sell	-4,201	Closed	-$455K	–	188
2023 Q4	$455K	Buy	+4,201	New	+$405K	0.39%	90

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

New Century Financial Group's IJR Position: Q4 2025 in Review

New Century Financial Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 8,207 shares — an estimated $975K sold.

New Century Financial Group first reported a position in IJR in Q4 2023 and held it in 6 quarters. The position peaked at $975K in Q3 2025. 2,722 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

New Century Financial Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
New Century Financial Group sold 8,207 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $975K.
New Century Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and held it in 6 quarters.
New Century Financial Group's iShares Core S&P Small-Cap ETF position peaked at $975K in Q3 2025.
2,722 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.