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

Tyler-Stone 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	$1.23M	Sell	11,245 -212	-2%	-$21.9K	0.2%	100
2025 Q1	$1.2M	Buy	11,457 +897	+8%	+$101K	0.22%	89
2024 Q4	$1.22M	Buy	10,560 +113	+1%	+$13.5K	0.22%	84
2024 Q3	$1.22M	Buy	10,447 +5,591	+115%	+$632K	0.23%	82
2024 Q2	$518K	Buy	4,856 +877	+22%	+$93.8K	0.21%	90
2024 Q1	$440K	Buy	3,979 +306	+8%	+$32.5K	0.19%	107
2023 Q4	$398K	Buy	3,673 +76	+2%	+$7.33K	0.2%	105
2023 Q3	$339K	Buy	3,597 +100	+3%	+$9.99K	0.19%	104
2023 Q2	$348K	Buy	+3,497	New	+$333K	0.2%	101
2022 Q4	$304K	Buy	3,209 +126	+4%	+$12.1K	0.21%	108
2022 Q3	$269K	Buy	3,083 +142	+5%	+$13.8K	0.21%	108
2022 Q2	$272K	Buy	2,941 +179	+6%	+$17.8K	0.18%	117
2022 Q1	$298K	Buy	2,762 +103	+4%	+$11.1K	0.16%	129
2021 Q4	$305K	Buy	+2,659	New	+$303K	0.16%	128

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

Tyler-Stone Wealth Management's IJR Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.9% in Q2 2025, selling an estimated $21.9K and leaving 11,245 shares worth $1.23M. The position accounts for 0.2% of the portfolio, ranked #100.

Tyler-Stone Wealth Management first reported a position in IJR in Q4 2021 and has held it in 14 quarters since. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Tyler-Stone Wealth Management held 11,245 shares of iShares Core S&P Small-Cap ETF worth $1.23M as of Q2 2025.
Tyler-Stone Wealth Management sold 212 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $21.9K.
iShares Core S&P Small-Cap ETF made up 0.2% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #100 holding.
Tyler-Stone Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 14 quarters since.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.