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

Sebold Capital 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 Q2	$3.38M	Sell	30,922 -304	-1%	-$31.4K	2.08%	17
2025 Q1	$3.27M	Sell	31,226 -158	-0.5%	-$17.8K	2.15%	15
2024 Q4	$3.62M	Sell	31,384 -407	-1%	-$48.6K	2.42%	14
2024 Q3	$3.72M	Sell	31,791 -390	-1%	-$44.1K	2.45%	14
2024 Q2	$3.43M	Sell	32,181 -3,669	-10%	-$393K	2.37%	13
2024 Q1	$3.96M	Sell	35,850 -1,962	-5%	-$208K	2.67%	13
2023 Q4	$4.09M	Sell	37,812 -11,545	-23%	-$1.11M	3.02%	10
2023 Q3	$4.66M	Sell	49,357 -3,658	-7%	-$365K	3.8%	8
2023 Q2	$5.28M	Sell	53,015 -5,431	-9%	-$517K	4.21%	6
2023 Q1	$5.65M	Sell	58,446 -7,997	-12%	-$799K	4.46%	6
2022 Q4	$6.29M	Buy	+66,443	New	+$6.37M	5.16%	3

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Sebold Capital Management's IJR Position: Q2 2025 in Review

Sebold Capital Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.97% in Q2 2025, selling an estimated $31.4K and leaving 30,922 shares worth $3.38M. The position accounts for 2.08% of the portfolio, ranked #17.

Sebold Capital Management first reported a position in IJR in Q4 2022 and has held it in 11 quarters since. The position peaked at $6.29M in Q4 2022. 2,504 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Sebold Capital Management held 30,922 shares of iShares Core S&P Small-Cap ETF worth $3.38M as of Q2 2025.
Sebold Capital Management sold 304 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $31.4K.
iShares Core S&P Small-Cap ETF made up 2.08% of Sebold Capital Management's portfolio in Q2 2025, its #17 holding.
Sebold Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 11 quarters since.
Sebold Capital Management's iShares Core S&P Small-Cap ETF position peaked at $6.29M in Q4 2022.
2,504 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.