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

Rise 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 Q4	–	Sell	-538	Closed	-$64K	–	729
2025 Q3	$64K	Buy	538 +187	+53%	+$21.5K	0.02%	215
2025 Q2	$38.3K	Sell	351 -105	-23%	-$10.9K	0.02%	290
2025 Q1	$47.7K	Sell	456 -57	-11%	-$6.43K	0.02%	234
2024 Q4	$59.1K	Buy	513 +5	+1%	+$597	0.03%	201
2024 Q3	$59.4K	Buy	508 +2	+0.4%	+$226	0.03%	210
2024 Q2	$53.9K	Buy	506 +2	+0.4%	+$214	0.03%	227
2024 Q1	$55.7K	Buy	504 +2	+0.4%	+$212	0.03%	215
2023 Q4	$54.4K	Sell	502 -24	-5%	-$2.31K	0.04%	157
2023 Q3	$49.6K	Sell	526 -547	-51%	-$54.6K	0.04%	139
2023 Q2	$107K	Buy	1,073 +4	+0.4%	+$381	0.08%	101
2023 Q1	$103K	Sell	1,069 -87	-8%	-$8.7K	0.08%	100
2022 Q4	$109K	Buy	1,156 +116	+11%	+$11.1K	0.09%	98
2022 Q3	$91K	Buy	1,040 +4	+0.4%	+$389	0.08%	99
2022 Q2	$96K	Buy	1,036 +3	+0.3%	+$298	0.1%	94
2022 Q1	$111K	Buy	1,033 +2	+0.2%	+$216	0.1%	91
2021 Q4	$118K	Buy	+1,031	New	+$117K	0.11%	88

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Rise Advisors's IJR Position: Q4 2025 in Review

Rise Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 538 shares — an estimated $64K sold.

Rise Advisors first reported a position in IJR in Q4 2021 and held it in 16 quarters. The position peaked at $118K in Q4 2021. 2,721 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Rise Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 538 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $64K.
Rise Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 16 quarters.
Rise Advisors's iShares Core S&P Small-Cap ETF position peaked at $118K in Q4 2021.
2,721 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.