Terril Brothers’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Terril Brothers’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	-3,219	Closed	-$371K	–	68
2024 Q4	$371K	Buy	3,219 +775	+32%	+$92.6K	0.11%	47
2024 Q3	$286K	Hold	2,444	–	–	0.09%	45
2024 Q2	$261K	Hold	2,444	–	–	0.09%	46
2024 Q1	$270K	Hold	2,444	–	–	0.09%	49
2023 Q4	$265K	Hold	2,444	–	–	0.09%	48
2023 Q3	$231K	Hold	2,444	–	–	0.11%	47
2023 Q2	$244K	Hold	2,444	–	–	0.11%	44
2023 Q1	$236K	Hold	2,444	–	–	0.11%	38
2022 Q4	$231K	Hold	2,444	–	–	0.11%	42
2022 Q3	$213K	Hold	2,444	–	–	0.06%	42
2022 Q2	$226K	Hold	2,444	–	–	0.08%	44
2022 Q1	$264K	Hold	2,444	–	–	0.05%	50
2021 Q4	$280K	Hold	2,444	–	–	0.06%	51
2021 Q3	$267K	Hold	2,444	–	–	0.07%	51
2021 Q2	$276K	Hold	2,444	–	–	0.06%	48
2021 Q1	$265K	Hold	2,444	–	–	0.07%	56
2020 Q4	$225K	Buy	+2,444	New	+$201K	0.06%	56
2020 Q1	–	Sell	-2,444	Closed	-$205K	–	61
2019 Q4	$205K	Buy	+2,444	New	+$197K	0.07%	51
2018 Q4	–	Sell	-2,444	Closed	-$213K	–	54
2018 Q3	$213K	Hold	2,444	–	–	0.07%	49
2018 Q2	$204K	Buy	+2,444	New	+$199K	0.06%	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

Terril Brothers's IJR Position: Q1 2025 in Review

Terril Brothers sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 3,219 shares — an estimated $371K sold.

Terril Brothers first reported a position in IJR in Q2 2018 and held it in 20 quarters. The position peaked at $371K in Q4 2024. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

Terril Brothers reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Terril Brothers sold 3,219 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $371K.
Terril Brothers first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and held it in 20 quarters.
Terril Brothers's iShares Core S&P Small-Cap ETF position peaked at $371K in Q4 2024.
2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Terril Brothers's 13F filing for Q1 2025, filed 13 May 2025.