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

Schechter Investment 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
Q1 		$2.18M Buy
20,844
+13,640
+189% +$1.54M 0.18% 115
2024
Q4 		$830K Sell
7,204
-6,328
-47% -$756K 0.06% 277
2024
Q3 		$1.58M Sell
13,532
-7,115
-34% -$804K 0.12% 169
2024
Q2 		$2.2M Buy
20,647
+10,044
+95% +$1.07M 0.17% 107
2024
Q1 		$1.17M Sell
10,603
-9,047
-46% -$961K 0.09% 210
2023
Q4 		$2.13M Sell
19,650
-2,059
-9% -$198K 0.18% 106
2023
Q3 		$2.05M Buy
21,709
+7,368
+51% +$736K 0.2% 100
2023
Q2 		$1.43M Sell
14,341
-5,099
-26% -$486K 0.13% 172
2023
Q1 		$1.88M Buy
19,440
+3,320
+21% +$332K 0.17% 115
2022
Q4 		$1.53M Sell
16,120
-3,979
-20% -$382K 0.14% 175
2022
Q3 		$1.75M Sell
20,099
-4,294
-18% -$417K 0.17% 123
2022
Q2 		$2.25M Buy
24,393
+12,846
+111% +$1.28M 0.22% 81
2022
Q1 		$1.25M Sell
11,547
-179
-2% -$19.3K 0.12% 227
2021
Q4 		$1.34M Buy
+11,726
New +$1.34M 0.12% 214

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schechter Investment Advisors's IJR Position: Q1 2025 in Review

Schechter Investment Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 189% in Q1 2025, buying an estimated $1.54M and bringing the position to 20,844 shares worth $2.18M. The position accounts for 0.18% of the portfolio, ranked #115.

Schechter Investment Advisors first reported a position in IJR in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.25M in Q2 2022. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • Schechter Investment Advisors held 20,844 shares of iShares Core S&P Small-Cap ETF worth $2.18M as of Q1 2025.
  • Schechter Investment Advisors bought 13,640 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $1.54M.
  • iShares Core S&P Small-Cap ETF made up 0.18% of Schechter Investment Advisors's portfolio in Q1 2025, its #115 holding.
  • Schechter Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $2.25M in Q2 2022.
  • 2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.