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Signature Wealth Management Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Signature Wealth Management 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
Q2 		– Sell
-2,277
Closed -$238K – 113
2025
Q1 		$238K Sell
2,277
-699
-23% -$78.9K 0.16% 93
2024
Q4 		$343K Buy
2,976
+349
+13% +$41.7K 0.24% 74
2024
Q3 		$307K Sell
2,627
-784
-23% -$88.6K 0.22% 76
2024
Q2 		$364K Buy
3,411
+21
+0.6% +$2.25K 0.28% 69
2024
Q1 		$375K Sell
3,390
-23
-0.7% -$2.44K 0.3% 66
2023
Q4 		$370K Buy
3,413
+1,023
+43% +$98.6K 0.32% 67
2023
Q3 		$225K Sell
2,390
-115
-5% -$11.5K 0.22% 85
2023
Q2 		$250K Buy
2,505
+1
+0% +$95 0.23% 82
2023
Q1 		$242K Sell
2,504
-89
-3% -$8.9K 0.22% 86
2022
Q4 		$245K Buy
2,593
+239
+10% +$22.9K 0.24% 82
2022
Q3 		$205K Sell
2,354
-251
-10% -$24.4K 0.23% 88
2022
Q2 		$240K Sell
2,605
-21
-0.8% -$2.09K 0.25% 84
2022
Q1 		$283K Buy
2,626
+25
+1% +$2.7K 0.24% 88
2021
Q4 		$298K Buy
2,601
+157
+6% +$17.9K 0.25% 86
2021
Q3 		$267K Sell
2,444
-37
-1% -$4.07K 0.24% 87
2021
Q2 		$280K Sell
2,481
-253
-9% -$28.2K 0.25% 86
2021
Q1 		$297K Sell
2,734
-787
-22% -$82.4K 0.28% 77
2020
Q4 		$324K Buy
+3,521
New +$289K 0.32% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Signature Wealth Management Partners's IJR Position: Q2 2025 in Review

Signature Wealth Management Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 2,277 shares — an estimated $238K sold.

Signature Wealth Management Partners first reported a position in IJR in Q4 2020 and held it in 18 quarters. The position peaked at $375K in Q1 2024. 2,504 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

  • Signature Wealth Management Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Signature Wealth Management Partners sold 2,277 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $238K.
  • Signature Wealth Management Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 18 quarters.
  • Signature Wealth Management Partners's iShares Core S&P Small-Cap ETF position peaked at $375K in Q1 2024.
  • 2,504 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Signature Wealth Management Partners's 13F filing for Q2 2025, filed 22 Jul 2025.