SWM
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SpringVest Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

SpringVest Wealth 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
Q1 		– Sell
-2,295
Closed -$264K – 59
2024
Q4 		$264K Buy
+2,295
New +$274K 0.23% 49

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

SpringVest Wealth Management's IJR Position: Q1 2025 in Review

SpringVest Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 2,295 shares — an estimated $264K sold.

SpringVest Wealth Management first reported a position in IJR in Q4 2024 and held it in 1 quarter. The position peaked at $264K in Q4 2024. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • SpringVest Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • SpringVest Wealth Management sold 2,295 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $264K.
  • SpringVest Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 1 quarter.
  • SpringVest Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $264K 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 SpringVest Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.