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Sheaff Brock Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sheaff Brock Investment 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
Q1 		$293K Buy
2,803
+717
+34% +$80.9K 0.03% 336
2024
Q4 		$240K Sell
2,086
-63
-3% -$7.53K 0.02% 373
2024
Q3 		$251K Buy
2,149
+17
+0.8% +$1.92K 0.02% 358
2024
Q2 		$227K Sell
2,132
-852
-29% -$91.2K 0.02% 368
2024
Q1 		$330K Buy
2,984
+2
+0.1% +$212 0.02% 340
2023
Q4 		$323K Buy
2,982
+41
+1% +$3.95K 0.03% 332
2023
Q3 		$277K Hold
2,941
– – 0.03% 343
2023
Q2 		$293K Hold
2,941
– – 0.02% 352
2023
Q1 		$284K Sell
2,941
-50
-2% -$5K 0.03% 358
2022
Q4 		$283K Buy
2,991
+29
+1% +$2.78K 0.03% 351
2022
Q3 		$258K Buy
2,962
+21
+0.7% +$2.04K 0.03% 366
2022
Q2 		$272K Hold
2,941
– – 0.02% 366
2022
Q1 		$318K Buy
2,941
+40
+1% +$4.32K 0.02% 361
2021
Q4 		$332K Sell
2,901
-198
-6% -$22.6K 0.02% 354
2021
Q3 		$338K Hold
3,099
– – 0.02% 342
2021
Q2 		$350K Hold
3,099
– – 0.03% 332
2021
Q1 		$336K Buy
3,099
+50
+2% +$5.23K 0.03% 329
2020
Q4 		$280K Hold
3,049
– – 0.02% 350
2020
Q3 		$214K Sell
3,049
-785
-20% -$56.3K 0.02% 378
2020
Q2 		$262K Sell
3,834
-133
-3% -$8.4K 0.03% 336
2020
Q1 		$223K Sell
3,967
-725
-15% -$54K 0.03% 319
2019
Q4 		$393K Sell
4,692
-187
-4% -$15K 0.04% 281
2019
Q3 		$380K Sell
4,879
-1,448
-23% -$112K 0.04% 294
2019
Q2 		$495K Hold
6,327
– – 0.05% 241
2019
Q1 		$488K Buy
6,327
+250
+4% +$19.2K 0.06% 249
2018
Q4 		$421K Buy
6,077
+405
+7% +$31.3K 0.07% 258
2018
Q3 		$495K Buy
5,672
+275
+5% +$24.1K 0.05% 268
2018
Q2 		$450K Buy
5,397
+375
+7% +$30.6K 0.04% 280
2018
Q1 		$387K Buy
5,022
+1,400
+39% +$109K 0.04% 304
2017
Q4 		$278K Sell
3,622
-167
-4% -$12.6K 0.04% 368
2017
Q3 		$281K Buy
3,789
+300
+9% +$21K 0.04% 377
2017
Q2 		$245K Buy
3,489
+481
+16% +$33.3K 0.03% 443
2017
Q1 		$208K Buy
+3,008
New +$207K 0.03% 495

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

Sheaff Brock Investment Advisors's IJR Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 34% in Q1 2025, buying an estimated $80.9K and bringing the position to 2,803 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #336.

Sheaff Brock Investment Advisors first reported a position in IJR in Q1 2017 and has held it in 33 quarters since. The position peaked at $495K in Q2 2019. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • Sheaff Brock Investment Advisors held 2,803 shares of iShares Core S&P Small-Cap ETF worth $293K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 717 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $80.9K.
  • iShares Core S&P Small-Cap ETF made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #336 holding.
  • Sheaff Brock Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2017 and has held it in 33 quarters since.
  • Sheaff Brock Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $495K in Q2 2019.
  • 2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.