SPC Financial Inc’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

SPC Financial Inc’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	$8.28M	Buy	69,698 +1,636	+2%	+$188K	0.65%	38
2025 Q2	$7.44M	Buy	68,062 +6,978	+11%	+$721K	0.62%	40
2025 Q1	$6.39M	Buy	61,084 +4,485	+8%	+$506K	0.56%	41
2024 Q4	$6.52M	Buy	56,599 +4,734	+9%	+$566K	0.57%	40
2024 Q3	$6.07M	Buy	51,865 +3,378	+7%	+$382K	0.53%	42
2024 Q2	$5.17M	Buy	48,487 +5,599	+13%	+$599K	0.48%	42
2024 Q1	$4.74M	Buy	42,888 +12,544	+41%	+$1.33M	0.45%	46
2023 Q4	$3.28M	Sell	30,344 -655	-2%	-$63.1K	0.33%	51
2023 Q3	$2.92M	Buy	30,999 +4,450	+17%	+$445K	0.33%	52
2023 Q2	$2.65M	Buy	26,549 +5,138	+24%	+$489K	0.29%	54
2023 Q1	$2.07M	Buy	21,411 +3,209	+18%	+$321K	0.24%	56
2022 Q4	$1.72M	Buy	18,202 +2,965	+19%	+$284K	0.2%	69
2022 Q3	$1.33M	Buy	15,237 +3,996	+36%	+$388K	0.17%	72
2022 Q2	$1.04M	Buy	11,241 +5,552	+98%	+$552K	0.13%	77
2022 Q1	$614K	Buy	5,689 +1,919	+51%	+$207K	0.07%	113
2021 Q4	$432K	Buy	3,770 +1,468	+64%	+$167K	0.05%	131
2021 Q3	$251K	Sell	2,302 -9	-0.4%	-$991	0.03%	156
2021 Q2	$261K	Buy	2,311 +11	+0.5%	+$1.23K	0.03%	151
2021 Q1	$250K	Sell	2,300 -388	-14%	-$40.6K	0.03%	149
2020 Q4	$247K	Buy	+2,688	New	+$221K	0.03%	145
2020 Q3	–	Sell	-18,302	Closed	-$1.25M	–	145
2020 Q2	$1.25M	Buy	18,302 +1,584	+9%	+$100K	0.26%	58
2020 Q1	$938K	Sell	16,718 -10,062	-38%	-$749K	0.24%	60
2019 Q4	$2.25M	Buy	26,780 +3,418	+15%	+$275K	0.41%	45
2019 Q3	$1.82M	Buy	23,362 +2,963	+15%	+$229K	0.38%	45
2019 Q2	$1.6M	Buy	20,399 +2,971	+17%	+$231K	0.32%	49
2019 Q1	$1.34M	Sell	17,428 -6,584	-27%	-$506K	0.29%	53
2018 Q4	$1.67M	Buy	24,012 +7,538	+46%	+$583K	0.46%	38
2018 Q3	$1.44M	Buy	16,474 +2,028	+14%	+$178K	0.29%	52
2018 Q2	$1.21M	Buy	14,446 +1,051	+8%	+$85.6K	0.26%	54
2018 Q1	$1.03M	Buy	13,395 +1,672	+14%	+$130K	0.24%	59
2017 Q4	$900K	Buy	11,723 +958	+9%	+$72.2K	0.21%	63
2017 Q3	$799K	Buy	10,765 +2,642	+33%	+$185K	0.2%	65
2017 Q2	$570K	Buy	8,123 +881	+12%	+$61K	0.15%	68
2017 Q1	$501K	Buy	7,242 +2,686	+59%	+$185K	0.14%	76
2016 Q4	$313K	Buy	4,556 +206	+5%	+$13.3K	0.1%	91
2016 Q3	$270K	Sell	4,350 -2,028	-32%	-$124K	0.09%	105
2016 Q2	$371K	Buy	6,378 +150	+2%	+$8.55K	0.13%	93
2016 Q1	$351K	Sell	6,228 -10,162	-62%	-$530K	0.13%	89
2015 Q4	$902K	Hold	16,390	–	–	0.35%	59
2015 Q3	$873K	Hold	16,390	–	–	0.38%	57
2015 Q2	$966K	Sell	16,390 -1,000	-6%	-$59.1K	0.27%	64
2015 Q1	$1.03M	Sell	17,390 -100	-0.6%	-$5.73K	0.28%	66
2014 Q4	$997K	Hold	17,490	–	–	0.29%	64
2014 Q3	$912K	Sell	17,490 -600	-3%	-$32.6K	0.26%	64
2014 Q2	$1.01M	Hold	18,090	–	–	0.28%	63
2014 Q1	$996K	Sell	18,090 -300	-2%	-$16.2K	0.3%	59
2013 Q4	$1M	Sell	18,390 -300	-2%	-$15.7K	0.31%	58
2013 Q3	$933K	Sell	18,690 -12,990	-41%	-$628K	0.33%	56
2013 Q2	$1.43M	Buy	+31,680	New	+$1.4M	0.55%	47

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

SPC Financial Inc's IJR Position: Q3 2025 in Review

SPC Financial Inc increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q3 2025, buying an estimated $188K and bringing the position to 69,698 shares worth $8.28M. The position accounts for 0.65% of the portfolio, ranked #38.

SPC Financial Inc first reported a position in IJR in Q2 2013 and has held it in 49 quarters since. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

SPC Financial Inc held 69,698 shares of iShares Core S&P Small-Cap ETF worth $8.28M as of Q3 2025.
SPC Financial Inc bought 1,636 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $188K.
iShares Core S&P Small-Cap ETF made up 0.65% of SPC Financial Inc's portfolio in Q3 2025, its #38 holding.
SPC Financial Inc first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 49 quarters since.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.