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

Selway Asset 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	$314K	Hold	3,000	–	–	0.13%	67
2024 Q4	$346K	Hold	3,000	–	–	0.14%	66
2024 Q3	$351K	Hold	3,000	–	–	0.14%	66
2024 Q2	$320K	Hold	3,000	–	–	0.13%	67
2024 Q1	$332K	Hold	3,000	–	–	0.13%	72
2023 Q4	$325K	Hold	3,000	–	–	0.14%	69
2023 Q3	$283K	Hold	3,000	–	–	0.13%	70
2023 Q2	$299K	Hold	3,000	–	–	0.13%	72
2023 Q1	$290K	Hold	3,000	–	–	0.14%	67
2022 Q4	$284K	Hold	3,000	–	–	0.15%	66
2022 Q3	$262K	Hold	3,000	–	–	0.15%	63
2022 Q2	$277K	Buy	+3,000	New	+$298K	0.15%	67

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

Selway Asset Management's IJR Position: Q1 2025 in Review

Selway Asset Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2025 at 3,000 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #67.

Selway Asset Management first reported a position in IJR in Q2 2022 and has held it in 12 quarters since. The position peaked at $351K in Q3 2024. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

Selway Asset Management held 3,000 shares of iShares Core S&P Small-Cap ETF worth $314K as of Q1 2025.
Selway Asset Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2025.
iShares Core S&P Small-Cap ETF made up 0.13% of Selway Asset Management's portfolio in Q1 2025, its #67 holding.
Selway Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 12 quarters since.
Selway Asset Management's iShares Core S&P Small-Cap ETF position peaked at $351K in Q3 2024.
2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Selway Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.