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Promus Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Promus Capital’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 		$1.47K Hold
12
– – ﹤0.01% 286
2025
Q2 		$1.35K Sell
12
-7
-37% -$724 ﹤0.01% 293
2025
Q1 		$1.97K Hold
19
– – ﹤0.01% 295
2024
Q4 		$2.17K Buy
+19
New +$2.27K ﹤0.01% 286

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

Promus Capital's IJR Position: Q3 2025 in Review

Promus Capital held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2025 at 12 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Promus Capital first reported a position in IJR in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.17K in Q4 2024. 2,523 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Promus Capital held 12 shares of iShares Core S&P Small-Cap ETF worth $1.47K as of Q3 2025.
  • Promus Capital left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2025.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Promus Capital's portfolio in Q3 2025, its #286 holding.
  • Promus Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • Promus Capital's iShares Core S&P Small-Cap ETF position peaked at $2.17K in Q4 2024.
  • 2,523 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.