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

Wade Financial Advisory’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	$239K	Buy	2,283 +19	+0.8%	+$2.14K	0.08%	72
2024 Q4	$261K	Hold	2,264	–	–	0.09%	66
2024 Q3	$265K	Hold	2,264	–	–	0.09%	68
2024 Q2	$241K	Hold	2,264	–	–	0.09%	73
2024 Q1	$250K	Sell	2,264 -65	-3%	-$6.9K	0.09%	71
2023 Q4	$252K	Buy	+2,329	New	+$224K	0.1%	69
2023 Q3	–	Sell	-2,329	Closed	-$232K	–	72
2023 Q2	$232K	Hold	2,329	–	–	0.09%	71
2023 Q1	$225K	Hold	2,329	–	–	0.09%	74
2022 Q4	$220K	Buy	+2,329	New	+$223K	0.1%	75
2022 Q2	–	Sell	-2,249	Closed	-$243K	–	78
2022 Q1	$243K	Buy	+2,249	New	+$243K	0.1%	75

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

Wade Financial Advisory's IJR Position: Q1 2025 in Review

Wade Financial Advisory increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.84% in Q1 2025, buying an estimated $2.14K and bringing the position to 2,283 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #72.

Wade Financial Advisory first reported a position in IJR in Q1 2022 and has held it in 10 quarters since. The position peaked at $265K in Q3 2024. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

Wade Financial Advisory held 2,283 shares of iShares Core S&P Small-Cap ETF worth $239K as of Q1 2025.
Wade Financial Advisory bought 19 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $2.14K.
iShares Core S&P Small-Cap ETF made up 0.08% of Wade Financial Advisory's portfolio in Q1 2025, its #72 holding.
Wade Financial Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 10 quarters since.
Wade Financial Advisory's iShares Core S&P Small-Cap ETF position peaked at $265K in Q3 2024.
2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.