Tandem Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Tandem Wealth Advisors’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 Q2	–	Sell	-71,219	Closed	-$7.44M	–	53
2025 Q1	$7.44M	Buy	71,219 +565	+0.8%	+$63.8K	3.89%	10
2024 Q4	$8.14M	Sell	70,654 -3,136	-4%	-$375K	4.15%	10
2024 Q3	$8.63M	Sell	73,790 -248	-0.3%	-$28K	4.37%	10
2024 Q2	$7.9M	Buy	74,038 +1,687	+2%	+$180K	4.23%	10
2024 Q1	$7.92M	Buy	72,351 +1,366	+2%	+$145K	4.35%	10
2023 Q4	$7.68M	Sell	70,985 -1,677	-2%	-$162K	4.43%	9
2023 Q3	$6.85M	Buy	72,662 +2,207	+3%	+$220K	4.19%	9
2023 Q2	$7.02M	Buy	70,455 +889	+1%	+$84.6K	4.25%	9
2023 Q1	$6.73M	Buy	69,566 +37,763	+119%	+$3.78M	4.19%	9
2022 Q4	$3.01M	Buy	+31,803	New	+$3.05M	1.91%	14

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Tandem Wealth Advisors's IJR Position: Q2 2025 in Review

Tandem Wealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 71,219 shares — an estimated $7.44M sold.

Tandem Wealth Advisors first reported a position in IJR in Q4 2022 and held it in 10 quarters. The position peaked at $8.63M in Q3 2024. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Tandem Wealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Tandem Wealth Advisors sold 71,219 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $7.44M.
Tandem Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and held it in 10 quarters.
Tandem Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $8.63M in Q3 2024.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Tandem Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.