Stuart Chaussee & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Stuart Chaussee & Associates’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	-187	Closed	-$22.2K	–	65
2025 Q3	$22.2K	Hold	187	–	–	﹤0.01%	124
2025 Q2	$20.4K	Hold	187	–	–	﹤0.01%	126
2025 Q1	$19.6K	Hold	187	–	–	﹤0.01%	127
2024 Q4	$21.5K	Hold	187	–	–	0.01%	121
2024 Q3	$21.9K	Hold	187	–	–	0.01%	108
2024 Q2	$19.9K	Buy	+187	New	+$20K	0.01%	106

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stuart Chaussee & Associates's IJR Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 187 shares — an estimated $22.2K sold.

Stuart Chaussee & Associates first reported a position in IJR in Q2 2024 and held it in 6 quarters. The position peaked at $22.2K in Q3 2025. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Stuart Chaussee & Associates reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 187 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $22.2K.
Stuart Chaussee & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and held it in 6 quarters.
Stuart Chaussee & Associates's iShares Core S&P Small-Cap ETF position peaked at $22.2K 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 Stuart Chaussee & Associates's 13F filing for Q4 2025.