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

Tolleson Wealth Management’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
-11,006
Closed -$1.27M – 98
2024
Q4 		$1.27M Buy
+11,006
New +$1.31M 0.26% 36

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tolleson Wealth Management's IJR Position: Q1 2025 in Review

Tolleson Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 11,006 shares — an estimated $1.27M sold.

Tolleson Wealth Management first reported a position in IJR in Q4 2024 and held it in 1 quarter. The position peaked at $1.27M in Q4 2024. 2,533 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • Tolleson Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Tolleson Wealth Management sold 11,006 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $1.27M.
  • Tolleson Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Tolleson Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $1.27M in Q4 2024.
  • 2,533 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Tolleson Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.