St. Johns Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

St. Johns Investment 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	-23	Closed	-$2.65K	–	205
2024 Q4	$2.65K	Buy	+23	New	+$2.75K	﹤0.01%	158
2019 Q2	–	Sell	-800	Closed	-$62K	–	164
2019 Q1	$62K	Hold	800	–	–	0.05%	92
2018 Q4	$55K	Hold	800	–	–	0.05%	88
2018 Q3	$70K	Hold	800	–	–	0.05%	92
2018 Q2	$67K	Hold	800	–	–	0.05%	97
2018 Q1	$62K	Hold	800	–	–	0.05%	97
2017 Q4	$61K	Hold	800	–	–	0.04%	94
2017 Q3	$59K	Hold	800	–	–	0.04%	104
2017 Q2	$56K	Buy	+800	New	+$55.4K	0.04%	100
2016 Q1	–	Sell	-116	Closed	-$6K	–	169
2015 Q4	$6K	Hold	116	–	–	0.01%	120
2015 Q3	$6K	Hold	116	–	–	0.01%	114
2015 Q2	$7K	Buy	116 +2	+2%	+$118	0.01%	113
2015 Q1	$7K	Hold	114	–	–	0.01%	115
2014 Q4	$7K	Hold	114	–	–	0.01%	117
2014 Q3	$6K	Hold	114	–	–	0.01%	120
2014 Q2	$6K	Hold	114	–	–	0.01%	136
2014 Q1	$6K	Buy	+114	New	+$6.16K	0.01%	124

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

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

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

St. Johns Investment Management's IJR Position: Q1 2025 in Review

St. Johns Investment Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 23 shares — an estimated $2.65K sold.

St. Johns Investment Management first reported a position in IJR in Q1 2014 and held it in 17 quarters. The position peaked at $70K in Q3 2018. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

St. Johns Investment Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
St. Johns Investment Management sold 23 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $2.65K.
St. Johns Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2014 and held it in 17 quarters.
St. Johns Investment Management's iShares Core S&P Small-Cap ETF position peaked at $70K in Q3 2018.
2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on St. Johns Investment Management's 13F filing for Q1 2025, filed 23 Apr 2025.