Ruedi Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Ruedi Wealth Management’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 Q2	–	Sell	-63	Closed	-$6.59K	–	181
2025 Q1	$6.59K	Hold	63	–	–	﹤0.01%	196
2024 Q4	$7.26K	Hold	63	–	–	﹤0.01%	188
2024 Q3	$7.37K	Hold	63	–	–	﹤0.01%	192
2024 Q2	$6.72K	Hold	63	–	–	﹤0.01%	225
2024 Q1	$6.96K	Hold	63	–	–	﹤0.01%	184
2023 Q4	$6.82K	Buy	+63	New	+$6.07K	﹤0.01%	160
2023 Q2	–	Sell	-75	Closed	-$7.25K	–	243
2023 Q1	$7.25K	Buy	+75	New	+$7.5K	﹤0.01%	175

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Ruedi Wealth Management's IJR Position: Q2 2025 in Review

Ruedi Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 63 shares — an estimated $6.59K sold.

Ruedi Wealth Management first reported a position in IJR in Q1 2023 and held it in 7 quarters. The position peaked at $7.37K in Q3 2024. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Ruedi Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 63 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $6.59K.
Ruedi Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and held it in 7 quarters.
Ruedi Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $7.37K in Q3 2024.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.