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

Stonegate Investment 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 Q3	$2.22M	Sell	18,640 -393	-2%	-$45.2K	0.05%	124
2025 Q2	$2.08M	Sell	19,033 -1,921	-9%	-$199K	0.05%	131
2025 Q1	$2.19M	Buy	20,954 +4,921	+31%	+$555K	0.06%	118
2024 Q4	$1.85M	Sell	16,033 -3,710	-19%	-$443K	0.05%	120
2024 Q3	$2.31M	Buy	19,743 +7,405	+60%	+$837K	0.06%	116
2024 Q2	$1.32M	Buy	12,338 +1,382	+13%	+$148K	0.04%	146
2024 Q1	$1.21M	Buy	10,956 +3,575	+48%	+$380K	0.04%	147
2023 Q4	$799K	Buy	7,381 +753	+11%	+$72.6K	0.03%	175
2023 Q3	$625K	Buy	6,628 +3,180	+92%	+$318K	0.02%	187
2023 Q2	$344K	Buy	3,448 +533	+18%	+$50.8K	0.01%	238
2023 Q1	$282K	Buy	2,915 +461	+19%	+$46.1K	0.01%	257
2022 Q4	$232K	Buy	2,454 +112	+5%	+$10.7K	0.01%	276
2022 Q3	$204K	Buy	2,342 +104	+5%	+$10.1K	0.01%	267
2022 Q2	$207K	Buy	2,238 +101	+5%	+$10K	0.01%	269
2022 Q1	$231K	Buy	+2,137	New	+$231K	0.01%	229

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

Stonegate Investment Group's IJR Position: Q3 2025 in Review

Stonegate Investment Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.1% in Q3 2025, selling an estimated $45.2K and leaving 18,640 shares worth $2.22M. The position accounts for 0.05% of the portfolio, ranked #124.

Stonegate Investment Group first reported a position in IJR in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.31M in Q3 2024. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Stonegate Investment Group held 18,640 shares of iShares Core S&P Small-Cap ETF worth $2.22M as of Q3 2025.
Stonegate Investment Group sold 393 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $45.2K.
iShares Core S&P Small-Cap ETF made up 0.05% of Stonegate Investment Group's portfolio in Q3 2025, its #124 holding.
Stonegate Investment Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 15 quarters since.
Stonegate Investment Group's iShares Core S&P Small-Cap ETF position peaked at $2.31M in Q3 2024.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.