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

Strategic Wealth 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
Q4 		– Sell
-2,856
Closed -$339K – 109
2025
Q3 		$339K Buy
+2,856
New +$328K 0.03% 96
2024
Q3 		– Sell
-2,385
Closed -$252K – 135
2024
Q2 		$252K Buy
+2,385
New +$255K 0.03% 117

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 Wealth Investment Group's IJR Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 2,856 shares — an estimated $339K sold.

Strategic Wealth Investment Group first reported a position in IJR in Q2 2024 and held it in 2 quarters. The position peaked at $339K in Q3 2025. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • Strategic Wealth Investment Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 2,856 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $339K.
  • Strategic Wealth Investment Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and held it in 2 quarters.
  • Strategic Wealth Investment Group's iShares Core S&P Small-Cap ETF position peaked at $339K in Q3 2025.
  • 2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.