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

Tempus Wealth Planning’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	-1,789	Closed	-$213K	–	283
2025 Q3	$213K	Sell	1,789 -426	-19%	-$49K	0.05%	265
2025 Q2	$242K	Sell	2,215 -85	-4%	-$8.79K	0.06%	235
2025 Q1	$241K	Sell	2,300 -295	-11%	-$33.3K	0.07%	225
2024 Q4	$299K	Buy	+2,595	New	+$310K	0.09%	192
2024 Q3	–	Sell	-5,710	Closed	-$609K	–	224
2024 Q2	$609K	Sell	5,710 -928	-14%	-$99.3K	0.25%	98
2024 Q1	$734K	Buy	6,638 +3,982	+150%	+$423K	0.32%	87
2023 Q4	$288K	Buy	2,656 +489	+23%	+$47.1K	0.13%	154
2023 Q3	$204K	Sell	2,167 -369	-15%	-$36.9K	0.1%	159
2023 Q2	$253K	Sell	2,536 -124	-5%	-$11.8K	0.11%	154
2023 Q1	$257K	Buy	2,660 +288	+12%	+$28.8K	0.13%	141
2022 Q4	$224K	Sell	2,372 -258	-10%	-$24.7K	0.14%	164
2022 Q3	$229K	Buy	+2,630	New	+$255K	0.15%	153

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

Tempus Wealth Planning's IJR Position: Q4 2025 in Review

Tempus Wealth Planning sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 1,789 shares — an estimated $213K sold.

Tempus Wealth Planning first reported a position in IJR in Q3 2022 and held it in 12 quarters. The position peaked at $734K in Q1 2024. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Tempus Wealth Planning reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Tempus Wealth Planning sold 1,789 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $213K.
Tempus Wealth Planning first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and held it in 12 quarters.
Tempus Wealth Planning's iShares Core S&P Small-Cap ETF position peaked at $734K in Q1 2024.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Tempus Wealth Planning's 13F filing for Q4 2025, filed 16 Jan 2026.