United Asset Strategies’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

United Asset Strategies’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	-2,994	Closed	-$345K	–	239
2024 Q4	$345K	Buy	2,994 +690	+30%	+$82.4K	0.03%	197
2024 Q3	$269K	Buy	2,304 +308	+15%	+$34.8K	0.03%	210
2024 Q2	$213K	Buy	+1,996	New	+$214K	0.02%	218
2024 Q1	–	Sell	-2,093	Closed	-$227K	–	241
2023 Q4	$227K	Buy	+2,093	New	+$202K	0.03%	218
2018 Q4	–	Sell	-2,521	Closed	-$220K	–	197
2018 Q3	$220K	Buy	+2,521	New	+$221K	0.05%	188

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

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

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

United Asset Strategies's IJR Position: Q1 2025 in Review

United Asset Strategies sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 2,994 shares — an estimated $345K sold.

United Asset Strategies first reported a position in IJR in Q3 2018 and held it in 5 quarters. The position peaked at $345K in Q4 2024. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

United Asset Strategies reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
United Asset Strategies sold 2,994 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $345K.
United Asset Strategies first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and held it in 5 quarters.
United Asset Strategies's iShares Core S&P Small-Cap ETF position peaked at $345K in Q4 2024.
2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on United Asset Strategies's 13F filing for Q1 2025, filed 14 May 2025.