Simplify Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Simplify Asset Management’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	-23,346	Closed	-$2.44M	–	96
2025 Q1	$2.44M	Buy	23,346 +4,066	+21%	+$459K	0.09%	39
2024 Q4	$2.22M	Buy	+19,280	New	+$2.3M	0.11%	49
2023 Q2	–	Sell	-34,463	Closed	-$3.33M	–	129
2023 Q1	$3.33M	Buy	34,463 +9,593	+39%	+$959K	0.48%	23
2022 Q4	$2.35M	Sell	24,870 -6,976	-22%	-$669K	0.36%	24
2022 Q3	$2.78M	Sell	31,846 -428	-1%	-$41.6K	0.3%	20
2022 Q2	$2.98M	Sell	32,274 -509	-2%	-$50.6K	0.11%	18
2022 Q1	$3.54M	Buy	+32,783	New	+$3.54M	0.11%	20

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

Simplify Asset Management's IJR Position: Q2 2025 in Review

Simplify Asset Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 23,346 shares — an estimated $2.44M sold.

Simplify Asset Management first reported a position in IJR in Q1 2022 and held it in 7 quarters. The position peaked at $3.54M in Q1 2022. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Simplify Asset Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Simplify Asset Management sold 23,346 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $2.44M.
Simplify Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and held it in 7 quarters.
Simplify Asset Management's iShares Core S&P Small-Cap ETF position peaked at $3.54M in Q1 2022.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Simplify Asset Management's 13F filing for Q2 2025, filed 7 Aug 2025.