Santori & Peters Inc’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Santori & Peters Inc’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 Q3	–	Sell	-23,234	Closed	-$2.54M	–	77
2025 Q2	$2.54M	Buy	23,234 +455	+2%	+$47K	0.92%	13
2025 Q1	$2.38M	Sell	22,779 -660	-3%	-$74.5K	0.96%	13
2024 Q4	$2.7M	Buy	23,439 +404	+2%	+$48.3K	1.03%	13
2024 Q3	$2.69M	Buy	23,035 +108	+0.5%	+$12.2K	1.07%	14
2024 Q2	$2.45M	Buy	22,927 +30	+0.1%	+$3.21K	1.04%	14
2024 Q1	$2.53M	Buy	22,897 +287	+1%	+$30.5K	1.09%	13
2023 Q4	$2.45M	Buy	22,610 +468	+2%	+$45.1K	1.16%	13
2023 Q3	$2.09M	Sell	22,142 -177	-0.8%	-$17.7K	1.12%	14
2023 Q2	$2.22M	Sell	22,319 -39	-0.2%	-$3.71K	1.12%	14
2023 Q1	$2.16M	Sell	22,358 -184	-0.8%	-$18.4K	1.16%	15
2022 Q4	$2.13M	Sell	22,542 -22	-0.1%	-$2.11K	1.25%	12
2022 Q3	$1.97M	Sell	22,564 -676	-3%	-$65.7K	1.32%	12
2022 Q2	$2.15M	Buy	+23,240	New	+$2.31M	1.39%	12
2018 Q1	–	Sell	-316	Closed	-$23K	–	288
2017 Q4	$23K	Buy	+316	New	+$23.8K	0.02%	176

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Santori & Peters Inc's IJR Position: Q3 2025 in Review

Santori & Peters Inc sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 23,234 shares — an estimated $2.54M sold.

Santori & Peters Inc first reported a position in IJR in Q4 2017 and held it in 14 quarters. The position peaked at $2.7M in Q4 2024. 2,523 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Santori & Peters Inc reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Santori & Peters Inc sold 23,234 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $2.54M.
Santori & Peters Inc first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and held it in 14 quarters.
Santori & Peters Inc's iShares Core S&P Small-Cap ETF position peaked at $2.7M in Q4 2024.
2,523 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Santori & Peters Inc's 13F filing for Q3 2025, filed 15 Oct 2025.