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Watts Gwilliam & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Watts Gwilliam & Co’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 		$8.42M Buy
70,838
+81
+0.1% +$9.32K 1.36% 16
2025
Q2 		$8.54M Sell
70,757
-797
-1% -$82.4K 1.4% 16
2025
Q1 		$7.48M Buy
71,554
+213
+0.3% +$24K 1.62% 14
2024
Q4 		$8.23M Buy
71,341
+1,575
+2% +$188K 1.74% 12
2024
Q3 		$7.99M Buy
+69,766
New +$7.88M 1.74% 12
2024
Q1 		$6.72M Buy
+60,899
New +$6.47M 2.07% 11

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Watts Gwilliam & Co's IJR Position: Q3 2025 in Review

Watts Gwilliam & Co increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.11% in Q3 2025, buying an estimated $9.32K and bringing the position to 70,838 shares worth $8.42M. The position accounts for 1.36% of the portfolio, ranked #16.

Watts Gwilliam & Co first reported a position in IJR in Q1 2024 and has held it in 6 quarters since. The position peaked at $8.54M in Q2 2025. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Watts Gwilliam & Co held 70,838 shares of iShares Core S&P Small-Cap ETF worth $8.42M as of Q3 2025.
  • Watts Gwilliam & Co bought 81 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $9.32K.
  • iShares Core S&P Small-Cap ETF made up 1.36% of Watts Gwilliam & Co's portfolio in Q3 2025, its #16 holding.
  • Watts Gwilliam & Co first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's iShares Core S&P Small-Cap ETF position peaked at $8.54M in Q2 2025.
  • 2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.