Tranquilli Financial Advisor’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Tranquilli Financial Advisor’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	-6,611	Closed	-$691K	–	120
2025 Q1	$691K	Buy	6,611 +976	+17%	+$110K	0.44%	52
2024 Q4	$649K	Buy	5,635 +2,002	+55%	+$239K	0.41%	59
2024 Q3	$425K	Buy	+3,633	New	+$410K	0.27%	74
2023 Q4	–	Sell	-2,368	Closed	-$223K	–	104
2023 Q3	$223K	Sell	2,368 -6,371	-73%	-$636K	0.16%	88
2023 Q2	$871K	Buy	8,739 +6,366	+268%	+$606K	0.62%	33
2023 Q1	$229K	Sell	2,373 -25,149	-91%	-$2.51M	0.17%	76
2022 Q4	$2.6M	Buy	27,522 +6,510	+31%	+$624K	1.98%	6
2022 Q3	$1.83M	Sell	21,012 -3,872	-16%	-$376K	1.45%	3
2022 Q2	$2.3M	Buy	24,884 +3,838	+18%	+$382K	1.76%	8
2022 Q1	$2.27M	Buy	+21,046	New	+$2.27M	1.62%	25
2021 Q2	–	Sell	-9,331	Closed	-$1.01M	–	82
2021 Q1	$1.01M	Buy	+9,331	New	+$977K	0.82%	37

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

Tranquilli Financial Advisor's IJR Position: Q2 2025 in Review

Tranquilli Financial Advisor sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 6,611 shares — an estimated $691K sold.

Tranquilli Financial Advisor first reported a position in IJR in Q1 2021 and held it in 11 quarters. The position peaked at $2.6M in Q4 2022. 2,504 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Tranquilli Financial Advisor reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Tranquilli Financial Advisor sold 6,611 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $691K.
Tranquilli Financial Advisor first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and held it in 11 quarters.
Tranquilli Financial Advisor's iShares Core S&P Small-Cap ETF position peaked at $2.6M in Q4 2022.
2,504 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2025, filed 13 Aug 2025.