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

Siligmueller & Norvid 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 Q3	$593K	Buy	+4,877	New	+$561K	0.27%	68

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Siligmueller & Norvid Wealth Advisors's IJR Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2025: 4,877 shares worth $593K. The stake represents 0.27% of the portfolio and ranks #68 among its holdings.

2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 4,877 shares of iShares Core S&P Small-Cap ETF worth $593K as of Q3 2025.
iShares Core S&P Small-Cap ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
iShares Core S&P Small-Cap ETF made up 0.27% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #68 holding.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.