Ransom Advisory’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Ransom Advisory’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 Q4	$82.6K	Buy	+687	New	+$82.2K	0.03%	176
2025 Q1	–	Sell	-889	Closed	-$102K	–	366
2024 Q4	$102K	Hold	889	–	–	0.05%	153
2024 Q3	$104K	Hold	889	–	–	0.05%	159
2024 Q2	$94.8K	Buy	889 +126	+17%	+$13.5K	0.05%	155
2024 Q1	$84.3K	Buy	+763	New	+$81K	0.05%	158

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ransom Advisory's IJR Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q4 2025: 687 shares worth $82.6K. The stake represents 0.03% of the portfolio and ranks #176 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in IJR as recently as Q4 2024.

Ransom Advisory first reported a position in IJR in Q1 2024 and has held it in 5 quarters since. The position peaked at $104K in Q3 2024. 2,738 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Ransom Advisory held 687 shares of iShares Core S&P Small-Cap ETF worth $82.6K as of Q4 2025.
iShares Core S&P Small-Cap ETF was a new Ransom Advisory position in Q4 2025.
iShares Core S&P Small-Cap ETF made up 0.03% of Ransom Advisory's portfolio in Q4 2025, its #176 holding.
Ransom Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 5 quarters since.
Ransom Advisory's iShares Core S&P Small-Cap ETF position peaked at $104K in Q3 2024.
2,738 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.