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The Family Firm’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

The Family Firm’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 		$3.59M Buy
32,851
+1,117
+4% +$115K 0.87% 29
2025
Q1 		$3.32M Sell
31,734
-100
-0.3% -$11.3K 0.74% 32
2024
Q4 		$3.67M Buy
31,834
+764
+2% +$91.3K 0.82% 27
2024
Q3 		$3.63M Buy
31,070
+130
+0.4% +$14.7K 0.8% 27
2024
Q2 		$3.3M Buy
30,940
+110
+0.4% +$11.8K 0.74% 28
2024
Q1 		$3.41M Sell
30,830
-294
-0.9% -$31.2K 0.83% 27
2023
Q4 		$3.37M Buy
31,124
+264
+0.9% +$25.4K 0.87% 25
2023
Q3 		$2.91M Sell
30,860
-750
-2% -$74.9K 0.82% 27
2023
Q2 		$3.15M Sell
31,610
-16
-0.1% -$1.52K 0.83% 28
2023
Q1 		$3.06M Sell
31,626
-643
-2% -$64.3K 0.85% 28
2022
Q4 		$3.05M Buy
32,269
+1,359
+4% +$130K 0.89% 27
2022
Q3 		$2.69M Sell
30,910
-1,463
-5% -$142K 0.86% 26
2022
Q2 		$2.99M Sell
32,373
-550
-2% -$54.7K 0.88% 23
2022
Q1 		$3.55M Buy
32,923
+1,887
+6% +$204K 0.93% 24
2021
Q4 		$3.55M Sell
31,036
-20
-0.1% -$2.28K 0.92% 24
2021
Q3 		$3.52M Sell
31,056
-1,115
-3% -$123K 0.92% 24
2021
Q2 		$3.63M Buy
32,171
+143
+0.4% +$15.9K 0.99% 23
2021
Q1 		$3.48M Sell
32,028
-563
-2% -$58.9K 1% 24
2020
Q4 		$3.25M Sell
32,591
-2,344
-7% -$193K 0.97% 24
2020
Q3 		$2.45M Sell
34,935
-842
-2% -$60.3K 0.88% 26
2020
Q2 		$2.44M Sell
35,777
-3,721
-9% -$235K 0.91% 24
2020
Q1 		$2.22M Buy
39,498
+3,037
+8% +$226K 0.94% 22
2019
Q4 		$3.06M Buy
36,461
+103
+0.3% +$8.29K 1.03% 23
2019
Q3 		$2.83M Buy
36,358
+7,280
+25% +$564K 1.01% 23
2019
Q2 		$2.28M Buy
29,078
+4,282
+17% +$332K 0.8% 26
2019
Q1 		$1.91M Sell
24,796
-793
-3% -$60.9K 0.7% 33
2018
Q4 		$1.77M Sell
25,589
-43
-0.2% -$3.32K 0.71% 30
2018
Q3 		$2.24M Sell
25,632
-49
-0.2% -$4.29K 0.81% 27
2018
Q2 		$2.14M Sell
25,681
-400
-2% -$32.6K 0.8% 26
2018
Q1 		$2.01M Sell
26,081
-1,345
-5% -$105K 0.78% 27
2017
Q4 		$2.11M Buy
27,426
+94
+0.3% +$7.09K 0.84% 27
2017
Q3 		$2.03M Sell
27,332
-460
-2% -$32.2K 0.85% 27
2017
Q2 		$1.95M Sell
27,792
-3,589
-11% -$249K 0.86% 26
2017
Q1 		$2.17M Sell
31,381
-3,149
-9% -$217K 1.03% 21
2016
Q4 		$2.37M Sell
34,530
-426
-1% -$27.5K 1.12% 20
2016
Q3 		$2.17M Sell
34,956
-984
-3% -$60.1K 1.03% 20
2016
Q2 		$2.09M Buy
35,940
+136
+0.4% +$7.75K 1.04% 20
2016
Q1 		$2.02M Sell
35,804
-2,686
-7% -$140K 1.02% 20
2015
Q4 		$2.12M Sell
38,490
-1,728
-4% -$97.4K 1.12% 19
2015
Q3 		$2.14M Sell
40,218
-240
-0.6% -$13.6K 1.16% 21
2015
Q2 		$2.38M Buy
40,458
+752
+2% +$44.5K 1.23% 20
2015
Q1 		$2.34M Sell
39,706
-2,128
-5% -$122K 1.19% 19
2014
Q4 		$2.39M Buy
+41,834
New +$2.28M 1.24% 19

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

The Family Firm's IJR Position: Q2 2025 in Review

The Family Firm increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.5% in Q2 2025, buying an estimated $115K and bringing the position to 32,851 shares worth $3.59M. The position accounts for 0.87% of the portfolio, ranked #29.

The Family Firm first reported a position in IJR in Q4 2014 and has held it in 43 quarters since. The position peaked at $3.67M in Q4 2024. 2,504 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

  • The Family Firm held 32,851 shares of iShares Core S&P Small-Cap ETF worth $3.59M as of Q2 2025.
  • The Family Firm bought 1,117 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $115K.
  • iShares Core S&P Small-Cap ETF made up 0.87% of The Family Firm's portfolio in Q2 2025, its #29 holding.
  • The Family Firm first reported a position in iShares Core S&P Small-Cap ETF in Q4 2014 and has held it in 43 quarters since.
  • The Family Firm's iShares Core S&P Small-Cap ETF position peaked at $3.67M in Q4 2024.
  • 2,504 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.