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

Warren Street Wealth Advisors’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 Q4	–	Sell	-2,214	Closed	-$263K	–	139
2025 Q3	$263K	Sell	2,214 -532	-19%	-$61.2K	0.08%	110
2025 Q2	$300K	Buy	+2,746	New	+$284K	0.1%	92
2022 Q1	–	Sell	-1,882	Closed	-$216K	–	61
2021 Q4	$216K	Buy	+1,882	New	+$214K	0.2%	51

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Warren Street Wealth Advisors's IJR Position: Q4 2025 in Review

Warren Street Wealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 2,214 shares — an estimated $263K sold.

Warren Street Wealth Advisors first reported a position in IJR in Q4 2021 and held it in 3 quarters. The position peaked at $300K in Q2 2025. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Warren Street Wealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Warren Street Wealth Advisors sold 2,214 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $263K.
Warren Street Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 3 quarters.
Warren Street Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $300K in Q2 2025.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Warren Street Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.