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Smart Money Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Smart Money Group’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 		– Sell
-5,088
Closed -$586K – 87
2024
Q4 		$586K Buy
5,088
+608
+14% +$72.6K 0.2% 72
2024
Q3 		$510K Buy
4,480
+11
+0.2% +$1.24K 0.18% 75
2024
Q2 		$529K Sell
4,469
-3
-0.1% -$321 0.19% 68
2024
Q1 		$467K Buy
4,472
+924
+26% +$98.1K 0.18% 66
2023
Q4 		$384K Sell
3,548
-312
-8% -$30.1K 0.17% 62
2023
Q3 		$364K Sell
3,860
-5
-0.1% -$499 0.17% 59
2023
Q2 		$385K Buy
3,865
+14
+0.4% +$1.33K 0.18% 49
2023
Q1 		$362K Sell
3,851
-277
-7% -$27.7K 0.18% 40
2022
Q4 		$391K Buy
4,128
+14
+0.3% +$1.34K 0.2% 38
2022
Q3 		$359K Sell
4,114
-60
-1% -$5.83K 0.24% 36
2022
Q2 		$386K Sell
4,174
-171
-4% -$17K 0.27% 40
2022
Q1 		$469K Sell
4,345
-479
-10% -$51.7K 0.31% 42
2021
Q4 		$552K Sell
4,824
-196
-4% -$22.3K 0.35% 46
2021
Q3 		$548K Buy
5,020
+80
+2% +$8.81K 0.4% 40
2021
Q2 		$337K Buy
4,940
+99
+2% +$11K 0.39% 33
2021
Q1 		$525K Buy
4,841
+8
+0.2% +$837 0.44% 41
2020
Q4 		$444K Sell
4,833
-69
-1% -$5.67K 0.37% 36
2020
Q3 		$345K Sell
4,902
-105
-2% -$7.53K 0.15% 75
2020
Q2 		$342K Sell
5,007
-252
-5% -$15.9K 0.2% 64
2020
Q1 		$295K Buy
+5,259
New +$392K 0.21% 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
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

Smart Money Group's IJR Position: Q1 2025 in Review

Smart Money Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 5,088 shares — an estimated $586K sold.

Smart Money Group first reported a position in IJR in Q1 2020 and held it in 20 quarters. The position peaked at $586K in Q4 2024. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • Smart Money Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Smart Money Group sold 5,088 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $586K.
  • Smart Money Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and held it in 20 quarters.
  • Smart Money Group's iShares Core S&P Small-Cap ETF position peaked at $586K in Q4 2024.
  • 2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Smart Money Group's 13F filing for Q1 2025, filed 28 Apr 2025.