NA
IJR icon

Novus Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Novus Advisors’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
-2,031
Closed -$222K – 53
2025
Q2 		$222K Sell
2,031
-471
-19% -$48.7K 0.34% 68
2025
Q1 		$262K Sell
2,502
-7
-0.3% -$790 0.26% 94
2024
Q4 		$289K Buy
+2,509
New +$300K 0.29% 80

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

Novus Advisors's IJR Position: Q3 2025 in Review

Novus Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 2,031 shares — an estimated $222K sold.

Novus Advisors first reported a position in IJR in Q4 2024 and held it in 3 quarters. The position peaked at $289K in Q4 2024. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Novus Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Novus Advisors sold 2,031 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $222K.
  • Novus Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Novus Advisors's iShares Core S&P Small-Cap ETF position peaked at $289K in Q4 2024.
  • 2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Novus Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.