Rakuten Securities’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Rakuten Securities’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 Q1	–	Sell	-60	Closed	-$6.91K	–	839
2024 Q4	$6.91K	Sell	60 -10	-14%	-$1.2K	﹤0.01%	436
2024 Q3	$8.19K	Buy	+70	New	+$7.91K	﹤0.01%	363
2024 Q2	–	Sell	-57	Closed	-$6.3K	–	747
2024 Q1	$6.3K	Buy	+57	New	+$6.05K	﹤0.01%	382

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rakuten Securities's IJR Position: Q1 2025 in Review

Rakuten Securities sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 60 shares — an estimated $6.91K sold.

Rakuten Securities first reported a position in IJR in Q1 2024 and held it in 3 quarters. The position peaked at $8.19K in Q3 2024. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

Rakuten Securities reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Rakuten Securities sold 60 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $6.91K.
Rakuten Securities first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and held it in 3 quarters.
Rakuten Securities's iShares Core S&P Small-Cap ETF position peaked at $8.19K in Q3 2024.
2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Rakuten Securities's 13F filing for Q1 2025, filed 18 Apr 2025.