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

Northwest Wealth Management’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
-1,899
Closed -$208K – 227
2025
Q2 		$208K Buy
+1,899
New +$196K 0.04% 194
2025
Q1 		– Sell
-1,978
Closed -$228K – 191
2024
Q4 		$228K Sell
1,978
-125
-6% -$14.9K 0.05% 151
2024
Q3 		$246K Sell
2,103
-29
-1% -$3.28K 0.06% 141
2024
Q2 		$227K Buy
2,132
+32
+2% +$3.42K 0.06% 150
2024
Q1 		$232K Hold
2,100
– – 0.06% 149
2023
Q4 		$227K Sell
2,100
-34
-2% -$3.28K 0.07% 143
2023
Q3 		$201K Hold
2,134
– – 0.07% 141
2023
Q2 		$213K Sell
2,134
-443
-17% -$42.2K 0.08% 139
2023
Q1 		$249K Buy
2,577
+443
+21% +$44.3K 0.1% 127
2022
Q4 		$202K Buy
+2,134
New +$205K 0.09% 133
2022
Q2 		– Sell
-2,217
Closed -$239K – 150
2022
Q1 		$239K Buy
2,217
+427
+24% +$46.1K 0.12% 117
2021
Q4 		$205K Buy
+1,790
New +$204K 0.1% 121
2021
Q3 		– Sell
-1,790
Closed -$202K – 122
2021
Q2 		$202K Buy
+1,790
New +$200K 0.11% 125
2020
Q1 		– Sell
-2,857
Closed -$240K – 103
2019
Q4 		$240K Sell
2,857
-957
-25% -$77K 0.22% 91
2019
Q3 		$297K Sell
3,814
-661
-15% -$51.2K 0.24% 89
2019
Q2 		$350K Sell
4,475
-266
-6% -$20.6K 0.28% 85
2019
Q1 		$366K Buy
4,741
+2,328
+96% +$179K 0.28% 80
2018
Q4 		$167K Buy
2,413
+8
+0.3% +$618 0.14% 107
2018
Q3 		$210K Buy
2,405
+615
+34% +$53.9K 0.16% 109
2018
Q2 		$149K Sell
1,790
-2
-0.1% -$163 0.11% 122
2018
Q1 		$138K Buy
+1,792
New +$139K 0.1% 127

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Northwest Wealth Management's IJR Position: Q3 2025 in Review

Northwest Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 1,899 shares — an estimated $208K sold.

Northwest Wealth Management first reported a position in IJR in Q1 2018 and held it in 21 quarters. The position peaked at $366K in Q1 2019. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Northwest Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Northwest Wealth Management sold 1,899 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $208K.
  • Northwest Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and held it in 21 quarters.
  • Northwest Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $366K in Q1 2019.
  • 2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Northwest Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.