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

Veridan Wealth’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 		$1.81M Buy
17,293
+1,841
+12% +$208K 0.82% 33
2024
Q4 		$1.81M Buy
+15,452
New +$1.85M 0.85% 34

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Veridan Wealth's IJR Position: Q1 2025 in Review

Veridan Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q1 2025, buying an estimated $208K and bringing the position to 17,293 shares worth $1.81M. The position accounts for 0.82% of the portfolio, ranked #33.

Veridan Wealth first reported a position in IJR in Q4 2024 and has held it in 2 quarters since. 2,529 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • Veridan Wealth held 17,293 shares of iShares Core S&P Small-Cap ETF worth $1.81M as of Q1 2025.
  • Veridan Wealth bought 1,841 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $208K.
  • iShares Core S&P Small-Cap ETF made up 0.82% of Veridan Wealth's portfolio in Q1 2025, its #33 holding.
  • Veridan Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • 2,529 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Veridan Wealth's 13F filing for Q1 2025, filed 22 Apr 2025.