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

Running Point Capital 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	$558K	Hold	4,640	–	–	0.15%	82
2025 Q3	$551K	Hold	4,640	–	–	0.15%	84
2025 Q2	$507K	Hold	4,640	–	–	0.14%	80
2025 Q1	$485K	Sell	4,640 -55	-1%	-$6.21K	0.15%	76
2024 Q4	$541K	Buy	4,695 +1,845	+65%	+$220K	0.19%	66
2024 Q3	$333K	Hold	2,850	–	–	0.13%	73
2024 Q2	$304K	Buy	2,850 +30	+1%	+$3.21K	0.13%	77
2024 Q1	$312K	Hold	2,820	–	–	0.14%	75
2023 Q4	$305K	Hold	2,820	–	–	0.15%	79
2023 Q3	$266K	Sell	2,820 -1,380	-33%	-$138K	0.15%	79
2023 Q2	$419K	Sell	4,200 -52	-1%	-$4.95K	0.23%	64
2023 Q1	$411K	Buy	4,252 +52	+1%	+$5.2K	0.25%	63
2022 Q4	$397K	Hold	4,200	–	–	0.24%	60
2022 Q3	$366K	Buy	+4,200	New	+$408K	0.24%	56
2021 Q4	–	Sell	-52	Closed	-$6K	–	143
2021 Q3	$6K	Hold	52	–	–	﹤0.01%	153
2021 Q2	$6K	Hold	52	–	–	﹤0.01%	142
2021 Q1	$6K	Hold	52	–	–	﹤0.01%	125
2020 Q4	$5K	Buy	+52	New	+$4.27K	﹤0.01%	119

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

Running Point Capital Advisors's IJR Position: Q4 2025 in Review

Running Point Capital Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q4 2025 at 4,640 shares worth $558K. The position accounts for 0.15% of the portfolio, ranked #82.

Running Point Capital Advisors first reported a position in IJR in Q4 2020 and has held it in 18 quarters since. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Running Point Capital Advisors held 4,640 shares of iShares Core S&P Small-Cap ETF worth $558K as of Q4 2025.
Running Point Capital Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q4 2025.
iShares Core S&P Small-Cap ETF made up 0.15% of Running Point Capital Advisors's portfolio in Q4 2025, its #82 holding.
Running Point Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 18 quarters since.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.