Vishria Bird Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Vishria Bird Financial Group’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 Q3	$13.3M	Sell	112,036 -282	-0.3%	-$32.4K	2.61%	15
2025 Q2	$12.3M	Sell	112,318 -1,091	-1%	-$113K	4.08%	9
2025 Q1	$11.9M	Sell	113,409 -2,423	-2%	-$273K	4.03%	8
2024 Q4	$13.3M	Sell	115,832 -517	-0.4%	-$61.8K	4.68%	6
2024 Q3	$13.6M	Sell	116,349 -40	-0%	-$4.52K	5.16%	5
2024 Q2	$12.4M	Sell	116,389 -20	-0%	-$2.14K	5.22%	6
2024 Q1	$12.9M	Buy	116,409 +46	+0%	+$4.88K	5.51%	6
2023 Q4	$12.6M	Sell	116,363 -548	-0.5%	-$52.8K	5.95%	5
2023 Q3	$11M	Sell	116,911 -7	-0%	-$699	6.25%	4
2023 Q2	$11.7M	Sell	116,918 -280	-0.2%	-$26.7K	6.93%	4
2023 Q1	$11.3M	Sell	117,198 -1,563	-1%	-$156K	7.25%	3
2022 Q4	$11.2M	Buy	118,761 +293	+0.2%	+$28.1K	7.84%	3
2022 Q3	$10.3M	Buy	118,468 +337	+0.3%	+$32.7K	6.95%	2
2022 Q2	$10.9M	Sell	118,131 -2,078	-2%	-$207K	7.26%	3
2022 Q1	$13M	Buy	120,209 +1,135	+1%	+$122K	7.16%	3
2021 Q4	$13.6M	Sell	119,074 -1,257	-1%	-$143K	6.34%	4
2021 Q3	$13.1M	Buy	120,331 +3,259	+3%	+$359K	6.9%	3
2021 Q2	$13.2M	Sell	117,072 -14,125	-11%	-$1.58M	6.51%	3
2021 Q1	$14.2M	Sell	131,197 -2,088	-2%	-$219K	7.86%	2
2020 Q4	$12.2M	Buy	133,285 +129,484	+3,407%	+$10.6M	6.98%	4
2020 Q3	$267K	Hold	3,801	–	–	0.17%	40
2020 Q2	$260K	Hold	3,801	–	–	0.2%	34
2020 Q1	$213K	Hold	3,801	–	–	0.22%	37
2019 Q4	$319K	Sell	3,801 -84	-2%	-$6.76K	0.31%	30
2019 Q3	$302K	Hold	3,885	–	–	0.35%	33
2019 Q2	$304K	Hold	3,885	–	–	0.3%	36
2019 Q1	$300K	Hold	3,885	–	–	0.3%	38
2018 Q4	$269K	Hold	3,885	–	–	0.3%	39
2018 Q3	$339K	Hold	3,885	–	–	0.29%	31
2018 Q2	$324K	Buy	+3,885	New	+$317K	0.3%	31

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Vishria Bird Financial Group's IJR Position: Q3 2025 in Review

Vishria Bird Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.25% in Q3 2025, selling an estimated $32.4K and leaving 112,036 shares worth $13.3M. The position accounts for 2.61% of the portfolio, ranked #15.

Vishria Bird Financial Group first reported a position in IJR in Q2 2018 and has held it in 30 quarters since. The position peaked at $14.2M in Q1 2021. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Vishria Bird Financial Group held 112,036 shares of iShares Core S&P Small-Cap ETF worth $13.3M as of Q3 2025.
Vishria Bird Financial Group sold 282 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $32.4K.
iShares Core S&P Small-Cap ETF made up 2.61% of Vishria Bird Financial Group's portfolio in Q3 2025, its #15 holding.
Vishria Bird Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 30 quarters since.
Vishria Bird Financial Group's iShares Core S&P Small-Cap ETF position peaked at $14.2M in Q1 2021.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.