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

SFMG Wealth 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
Q4 		– Sell
-2,306
Closed -$274K – 320
2025
Q3 		$274K Buy
2,306
+4
+0.2% +$460 0.02% 240
2025
Q2 		$252K Sell
2,302
-26
-1% -$2.69K 0.02% 232
2025
Q1 		$243K Buy
2,328
+4
+0.2% +$451 0.02% 232
2024
Q4 		$268K Buy
2,324
+1
+0% +$119 0.02% 215
2024
Q3 		$272K Buy
2,323
+35
+2% +$3.95K 0.02% 209
2024
Q2 		$244K Buy
2,288
+94
+4% +$10.1K 0.02% 216
2024
Q1 		$242K Buy
2,194
+69
+3% +$7.33K 0.02% 221
2023
Q4 		$230K Buy
+2,125
New +$205K 0.02% 220
2023
Q3 		– Sell
-2,417
Closed -$241K – 268
2023
Q2 		$241K Buy
2,417
+305
+14% +$29K 0.02% 203
2023
Q1 		$204K Buy
+2,112
New +$211K 0.02% 232
2022
Q3 		– Sell
-2,310
Closed -$213K – 264
2022
Q2 		$213K Buy
2,310
+38
+2% +$3.78K 0.02% 226
2022
Q1 		$245K Buy
+2,272
New +$245K 0.02% 232
2020
Q1 		– Sell
-2,525
Closed -$212K – 160
2019
Q4 		$212K Buy
+2,525
New +$203K 0.03% 154
2013
Q3 		– Sell
-209,894
Closed -$9.48M – 71
2013
Q2 		$9.48M Buy
+209,894
New +$9.3M 3.79% 11

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

SFMG Wealth Advisors's IJR Position: Q4 2025 in Review

SFMG Wealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 2,306 shares — an estimated $274K sold.

SFMG Wealth Advisors first reported a position in IJR in Q2 2013 and held it in 14 quarters. The position peaked at $9.48M in Q2 2013. 2,722 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • SFMG Wealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 2,306 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $274K.
  • SFMG Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and held it in 14 quarters.
  • SFMG Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $9.48M in Q2 2013.
  • 2,722 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on SFMG Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.