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Second Half Financial Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Second Half Financial Partners’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
-6,336
Closed -$730K – 91
2024
Q4 		$730K Buy
+6,336
New +$757K 0.36% 41
2023
Q3 		– Sell
-20,564
Closed -$2.05M – 86
2023
Q2 		$2.05M Buy
+20,564
New +$1.96M 0.47% 66

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

Second Half Financial Partners's IJR Position: Q1 2025 in Review

Second Half Financial Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 6,336 shares — an estimated $730K sold.

Second Half Financial Partners first reported a position in IJR in Q2 2023 and held it in 2 quarters. The position peaked at $2.05M in Q2 2023. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • Second Half Financial Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Second Half Financial Partners sold 6,336 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $730K.
  • Second Half Financial Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and held it in 2 quarters.
  • Second Half Financial Partners's iShares Core S&P Small-Cap ETF position peaked at $2.05M in Q2 2023.
  • 2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Second Half Financial Partners's 13F filing for Q1 2025, filed 7 May 2025.