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

SageView Advisory Group’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	$5.21M	Buy	43,330 +4,582	+12%	+$548K	0.18%	74
2025 Q3	$4.6M	Sell	38,748 -1,986	-5%	-$228K	0.16%	81
2025 Q2	$4.59M	Sell	40,734 -3,302	-7%	-$341K	0.17%	65
2025 Q1	$4.6M	Buy	44,036 +3,047	+7%	+$344K	0.2%	56
2024 Q4	$4.72M	Buy	40,989 +27,246	+198%	+$3.26M	0.2%	62
2024 Q3	$1.61M	Sell	13,743 -4,841	-26%	-$547K	0.08%	135
2024 Q2	$1.98M	Buy	+18,584	New	+$1.99M	0.09%	125
2024 Q1	–	Sell	-33,734	Closed	-$3.6M	–	623
2023 Q4	$3.6M	Buy	33,734 +14,040	+71%	+$1.35M	0.16%	83
2023 Q3	$1.86M	Sell	19,694 -5,761	-23%	-$576K	0.11%	118
2023 Q2	$2.54M	Buy	25,455 +7,904	+45%	+$753K	0.14%	97
2023 Q1	$1.7M	Sell	17,551 -6,992	-28%	-$699K	0.11%	127
2022 Q4	$2.32M	Buy	+24,543	New	+$2.35M	0.19%	86

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

SageView Advisory Group's IJR Position: Q4 2025 in Review

SageView Advisory Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q4 2025, buying an estimated $548K and bringing the position to 43,330 shares worth $5.21M. The position accounts for 0.18% of the portfolio, ranked #74.

SageView Advisory Group first reported a position in IJR in Q4 2022 and has held it in 12 quarters since. 2,722 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

SageView Advisory Group held 43,330 shares of iShares Core S&P Small-Cap ETF worth $5.21M as of Q4 2025.
SageView Advisory Group bought 4,582 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $548K.
iShares Core S&P Small-Cap ETF made up 0.18% of SageView Advisory Group's portfolio in Q4 2025, its #74 holding.
SageView Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 12 quarters since.
2,722 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.