Silverleafe Capital Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Silverleafe Capital 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	-1,969	Closed	-$206K	–	90
2025 Q1	$206K	Hold	1,969	–	–	0.07%	82
2024 Q4	$227K	Buy	+1,969	New	+$235K	0.07%	94
2019 Q1	–	Sell	-105,732	Closed	-$7.33M	–	85
2018 Q4	$7.33M	Sell	105,732 -11,840	-10%	-$915K	5.03%	7
2018 Q3	$10.3M	Sell	117,572 -1,843	-2%	-$161K	6.25%	7
2018 Q2	$9.97M	Buy	119,415 +1,567	+1%	+$128K	6.24%	7
2018 Q1	$9.08M	Buy	117,848 +3,298	+3%	+$257K	6.01%	7
2017 Q4	$8.8M	Buy	+114,550	New	+$8.64M	5.91%	7

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Silverleafe Capital Partners's IJR Position: Q2 2025 in Review

Silverleafe Capital Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 1,969 shares — an estimated $206K sold.

Silverleafe Capital Partners first reported a position in IJR in Q4 2017 and held it in 7 quarters. The position peaked at $10.3M in Q3 2018. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Silverleafe Capital Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Silverleafe Capital Partners sold 1,969 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $206K.
Silverleafe Capital Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and held it in 7 quarters.
Silverleafe Capital Partners's iShares Core S&P Small-Cap ETF position peaked at $10.3M in Q3 2018.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Silverleafe Capital Partners's 13F filing for Q2 2025, filed 8 Jul 2025.