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

Scissortail 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 Q1	–	Sell	-15,947	Closed	-$1.84M	–	116
2024 Q4	$1.84M	Buy	15,947 +15,790	+10,057%	+$1.89M	0.47%	53
2024 Q3	$1.94M	Sell	157 -16,713	-99%	-$1.89M	0.47%	54
2024 Q2	$1.8M	Buy	16,870 +149	+0.9%	+$15.9K	0.46%	54
2024 Q1	$1.85M	Buy	+16,721	New	+$1.78M	0.49%	53
2022 Q4	–	Sell	-14,178	Closed	-$1.35M	–	140
2022 Q3	$1.35M	Sell	14,178 -9,207	-39%	-$894K	0.7%	40
2022 Q2	$2.68M	Buy	+23,385	New	+$2.33M	1.03%	31
2022 Q1	–	Sell	-23,385	Closed	-$2.68M	–	118
2021 Q4	$2.68M	Buy	+23,385	New	+$2.67M	1.03%	31

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

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

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

Scissortail Wealth Management's IJR Position: Q1 2025 in Review

Scissortail Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 15,947 shares — an estimated $1.84M sold.

Scissortail Wealth Management first reported a position in IJR in Q4 2021 and held it in 7 quarters. The position peaked at $2.68M in Q2 2022. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

Scissortail Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Scissortail Wealth Management sold 15,947 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $1.84M.
Scissortail Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 7 quarters.
Scissortail Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $2.68M 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 Scissortail Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.