Syverson Strege & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Syverson Strege & Co’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 Q1	–	Sell	-1,878	Closed	-$216K	–	82
2024 Q4	$216K	Buy	1,878 +117	+7%	+$14K	0.07%	73
2024 Q3	$206K	Buy	+1,761	New	+$199K	0.07%	67
2023 Q2	–	Sell	-2,916	Closed	-$282K	–	324
2023 Q1	$282K	Hold	2,916	–	–	0.12%	50
2022 Q4	$276K	Hold	2,916	–	–	0.13%	51
2022 Q3	$254K	Hold	2,916	–	–	0.13%	58
2022 Q2	$269K	Hold	2,916	–	–	0.1%	59
2022 Q1	$315K	Hold	2,916	–	–	0.34%	47
2021 Q4	$334K	Hold	2,916	–	–	0.25%	50
2021 Q3	$318K	Hold	2,916	–	–	0.25%	47
2021 Q2	$329K	Hold	2,916	–	–	0.29%	46
2021 Q1	$316K	Hold	2,916	–	–	0.33%	42
2020 Q4	$268K	Buy	+2,916	New	+$240K	0.26%	49

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Syverson Strege & Co's IJR Position: Q1 2025 in Review

Syverson Strege & Co sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 1,878 shares — an estimated $216K sold.

Syverson Strege & Co first reported a position in IJR in Q4 2020 and held it in 12 quarters. The position peaked at $334K in Q4 2021. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

Syverson Strege & Co reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Syverson Strege & Co sold 1,878 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $216K.
Syverson Strege & Co first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 12 quarters.
Syverson Strege & Co's iShares Core S&P Small-Cap ETF position peaked at $334K in Q4 2021.
2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Syverson Strege & Co's 13F filing for Q1 2025, filed 13 May 2025.