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

Total Investment 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 Q3	–	Sell	-103	Closed	-$11.3K	–	445
2025 Q2	$11.3K	Buy	+103	New	+$10.6K	﹤0.01%	325
2019 Q3	–	Sell	-25,971	Closed	-$1.97M	–	54
2019 Q2	$1.97M	Buy	25,971 +2,546	+11%	+$198K	0.45%	17
2019 Q1	$1.8M	Buy	+23,425	New	+$1.8M	0.43%	16

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Total Investment Management's IJR Position: Q3 2025 in Review

Total Investment Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 103 shares — an estimated $11.3K sold.

Total Investment Management first reported a position in IJR in Q1 2019 and held it in 3 quarters. The position peaked at $1.97M in Q2 2019. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Total Investment Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Total Investment Management sold 103 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $11.3K.
Total Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and held it in 3 quarters.
Total Investment Management's iShares Core S&P Small-Cap ETF position peaked at $1.97M in Q2 2019.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.