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

Tower View 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 Q2	–	Sell	-28	Closed	-$2.88K	–	200
2025 Q1	$2.88K	Buy	28 +1	+4%	+$113	﹤0.01%	170
2024 Q4	$3.16K	Hold	27	–	–	﹤0.01%	170
2024 Q3	$3.18K	Hold	27	–	–	﹤0.01%	178
2024 Q2	$2.89K	Hold	27	–	–	﹤0.01%	172
2024 Q1	$2.98K	Hold	27	–	–	﹤0.01%	179
2023 Q4	$3K	Hold	27	–	–	﹤0.01%	163
2023 Q3	$3K	Hold	27	–	–	﹤0.01%	160
2023 Q2	$3K	Hold	27	–	–	﹤0.01%	170
2023 Q1	$3K	Buy	27 +1	+4%	+$100	﹤0.01%	145
2022 Q4	$3K	Hold	26	–	–	﹤0.01%	148
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	154
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	149
2022 Q1	$3K	Hold	26	–	–	﹤0.01%	172
2021 Q4	$3K	Hold	26	–	–	﹤0.01%	179
2021 Q3	$3K	Hold	26	–	–	﹤0.01%	211
2021 Q2	$3K	Hold	26	–	–	﹤0.01%	163
2021 Q1	$3K	Hold	26	–	–	﹤0.01%	174
2020 Q4	$2K	Buy	26 +9	+53%	+$739	﹤0.01%	167
2020 Q3	$1K	Hold	17	–	–	﹤0.01%	152
2020 Q2	$1K	Buy	+17	New	+$1.07K	﹤0.01%	148

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Tower View Wealth Management's IJR Position: Q2 2025 in Review

Tower View Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 28 shares — an estimated $2.88K sold.

Tower View Wealth Management first reported a position in IJR in Q2 2020 and held it in 20 quarters. The position peaked at $3.18K in Q3 2024. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Tower View Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Tower View Wealth Management sold 28 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $2.88K.
Tower View Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and held it in 20 quarters.
Tower View Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $3.18K in Q3 2024.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Tower View Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.