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

Strategic Financial Concepts’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 		– Sell
-13,306
Closed -$1.58M – 198
2025
Q3 		$1.58M Sell
13,306
-1,508
-10% -$173K 0.23% 53
2025
Q2 		$1.62M Buy
14,814
+8,218
+125% +$849K 0.23% 57
2025
Q1 		$690K Buy
6,596
+490
+8% +$55.3K 0.13% 159
2024
Q4 		$704K Buy
6,106
+3,580
+142% +$428K 0.14% 154
2024
Q3 		$295K Sell
2,526
-286,699
-99% -$32.4M 0.09% 172
2024
Q2 		$373K Buy
289,225
+280,793
+3,330% +$30M 0.22% 93
2024
Q1 		$932K Buy
8,432
+2,227
+36% +$236K 0.22% 104
2023
Q4 		$672K Sell
6,205
-543
-8% -$52.3K 0.4% 68
2023
Q3 		$637K Buy
6,748
+1,107
+20% +$111K 0.22% 113
2023
Q2 		$562K Sell
5,641
-43
-0.8% -$4.09K 0.21% 111
2023
Q1 		$550K Buy
+5,684
New +$568K 0.22% 101

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

Strategic Financial Concepts's IJR Position: Q4 2025 in Review

Strategic Financial Concepts sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 13,306 shares — an estimated $1.58M sold.

Strategic Financial Concepts first reported a position in IJR in Q1 2023 and held it in 11 quarters. The position peaked at $1.62M in Q2 2025. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • Strategic Financial Concepts reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 13,306 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $1.58M.
  • Strategic Financial Concepts first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and held it in 11 quarters.
  • Strategic Financial Concepts's iShares Core S&P Small-Cap ETF position peaked at $1.62M in Q2 2025.
  • 2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.