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

New Millennium 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 		$37K Hold
308
– – 0.02% 134
2025
Q3 		$36.6K Buy
308
+158
+105% +$18.2K 0.02% 141
2025
Q2 		$16.4K Hold
150
– – 0.01% 163
2025
Q1 		$15.7K Sell
150
-13
-8% -$1.47K 0.01% 169
2024
Q4 		$18.8K Buy
+163
New +$19.5K 0.01% 164

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New Millennium Group's IJR Position: Q4 2025 in Review

New Millennium Group held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q4 2025 at 308 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #134.

New Millennium Group first reported a position in IJR in Q4 2024 and has held it in 5 quarters since. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • New Millennium Group held 308 shares of iShares Core S&P Small-Cap ETF worth $37K as of Q4 2025.
  • New Millennium Group left its iShares Core S&P Small-Cap ETF share count unchanged in Q4 2025.
  • iShares Core S&P Small-Cap ETF made up 0.02% of New Millennium Group's portfolio in Q4 2025, its #134 holding.
  • New Millennium Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.