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

Watchman 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 Q1	–	Sell	-15,863	Closed	-$1.83M	–	84
2024 Q4	$1.83M	Sell	15,863 -7,503	-32%	-$896K	0.48%	48
2024 Q3	$2.73M	Sell	23,366 -6,650	-22%	-$751K	0.71%	45
2024 Q2	$3.2M	Sell	30,016 -1,157	-4%	-$124K	1.02%	40
2024 Q1	$3.45M	Sell	31,173 -8,071	-21%	-$857K	1.04%	41
2023 Q4	$4.25M	Buy	39,244 +1,056	+3%	+$102K	1.4%	22
2023 Q3	$3.6M	Buy	38,188 +1,036	+3%	+$103K	1.53%	22
2023 Q2	$3.7M	Buy	37,152 +2,942	+9%	+$280K	1.84%	19
2023 Q1	$3.31M	Buy	34,210 +1,604	+5%	+$160K	1.73%	23
2022 Q4	$3.09M	Buy	+32,606	New	+$3.13M	1.7%	25
2022 Q2	–	Sell	-1,859	Closed	-$200K	–	76
2022 Q1	$200K	Buy	1,859 +52	+3%	+$5.61K	0.12%	71
2021 Q4	$207K	Buy	+1,807	New	+$206K	0.11%	77

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

Watchman Group's IJR Position: Q1 2025 in Review

Watchman Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 15,863 shares — an estimated $1.83M sold.

Watchman Group first reported a position in IJR in Q4 2021 and held it in 11 quarters. The position peaked at $4.25M in Q4 2023. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

Watchman Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Watchman Group sold 15,863 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $1.83M.
Watchman Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 11 quarters.
Watchman Group's iShares Core S&P Small-Cap ETF position peaked at $4.25M in Q4 2023.
2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Watchman Group's 13F filing for Q1 2025, filed 13 May 2025.