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

Palo Alto Wealth 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	$798K	Buy	6,676 +4,242	+174%	+$488K	0.23%	28
2025 Q2	$266K	Buy	2,434 +1	+0%	+$103	0.1%	48
2025 Q1	$263K	Hold	2,433	–	–	0.1%	45
2024 Q4	$280K	Buy	2,433 +2	+0.1%	+$239	0.1%	46
2024 Q3	$282K	Buy	2,431 +1	+0%	+$113	0.12%	41
2024 Q2	$259K	Sell	2,430 -814	-25%	-$87.1K	0.18%	37
2024 Q1	$358K	Buy	3,244 +10	+0.3%	+$1.06K	0.25%	33
2023 Q4	$350K	Hold	3,234	–	–	0.26%	33
2023 Q3	$307K	Sell	3,234 -152	-4%	-$15.2K	0.26%	32
2023 Q2	$337K	Buy	3,386 +152	+5%	+$14.5K	0.27%	32
2023 Q1	$313K	Sell	3,234 -250	-7%	-$25K	0.25%	34
2022 Q4	$330K	Buy	+3,484	New	+$334K	0.28%	35

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

Palo Alto Wealth Advisors's IJR Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 174% in Q3 2025, buying an estimated $488K and bringing the position to 6,676 shares worth $798K. The position accounts for 0.23% of the portfolio, ranked #28.

Palo Alto Wealth Advisors first reported a position in IJR in Q4 2022 and has held it in 12 quarters since. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Palo Alto Wealth Advisors held 6,676 shares of iShares Core S&P Small-Cap ETF worth $798K as of Q3 2025.
Palo Alto Wealth Advisors bought 4,242 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $488K.
iShares Core S&P Small-Cap ETF made up 0.23% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #28 holding.
Palo Alto Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 12 quarters since.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.