SC
IJR icon

Stephens Consulting’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Stephens Consulting’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
Q4 		$112K Buy
935
+103
+12% +$12.3K 0.04% 93
2025
Q3 		$98.9K Sell
832
-260
-24% -$29.9K 0.03% 101
2025
Q2 		$119K Buy
1,092
+533
+95% +$55.1K 0.03% 131
2025
Q1 		$58.5K Hold
559
– – 0.01% 177
2024
Q4 		$64.4K Sell
559
-16
-3% -$1.91K 0.02% 170
2024
Q3 		$67.3K Buy
575
+10
+2% +$1.13K 0.02% 166
2024
Q2 		$60.3K Sell
565
-172
-23% -$18.4K 0.02% 167
2024
Q1 		$81.5K Buy
737
+96
+15% +$10.2K 0.03% 133
2023
Q4 		$69.4K Buy
641
+23
+4% +$2.22K 0.02% 148
2023
Q3 		$58.3K Sell
618
-38
-6% -$3.8K 0.02% 151
2023
Q2 		$65.4K Sell
656
-190
-22% -$18.1K 0.03% 140
2023
Q1 		$81.8K Buy
846
+171
+25% +$17.1K 0.05% 125
2022
Q4 		$63.9K Sell
675
-18
-3% -$1.73K 0.04% 148
2022
Q3 		$60.4K Sell
693
-33
-5% -$3.21K 0.05% 153
2022
Q2 		$67.1K Hold
726
– – 0.05% 144
2022
Q1 		$78.3K Buy
726
+92
+15% +$9.93K 0.06% 151
2021
Q4 		$72.6K Buy
+634
New +$72.3K 0.06% 171

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stephens Consulting's IJR Position: Q4 2025 in Review

Stephens Consulting increased its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q4 2025, buying an estimated $12.3K and bringing the position to 935 shares worth $112K. The position accounts for 0.04% of the portfolio, ranked #93.

Stephens Consulting first reported a position in IJR in Q4 2021 and has held it in 17 quarters since. The position peaked at $119K in Q2 2025. 2,734 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • Stephens Consulting held 935 shares of iShares Core S&P Small-Cap ETF worth $112K as of Q4 2025.
  • Stephens Consulting bought 103 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $12.3K.
  • iShares Core S&P Small-Cap ETF made up 0.04% of Stephens Consulting's portfolio in Q4 2025, its #93 holding.
  • Stephens Consulting first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's iShares Core S&P Small-Cap ETF position peaked at $119K in Q2 2025.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.