Wealth Advisors of Tampa Bay’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wealth Advisors of Tampa Bay’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 Q2	–	Sell	-772	Closed	-$80.7K	–	118
2025 Q1	$80.7K	Buy	+772	New	+$87.1K	0.03%	111
2023 Q4	–	Sell	-2,244	Closed	-$212K	–	89
2023 Q3	$212K	Buy	+2,244	New	+$224K	0.06%	93
2022 Q3	–	Sell	-2,298	Closed	-$212K	–	83
2022 Q2	$212K	Buy	2,298 +174	+8%	+$17.3K	0.07%	91
2022 Q1	$230K	Hold	2,124	–	–	0.06%	93
2021 Q4	$243K	Buy	+2,124	New	+$242K	0.06%	98
2019 Q2	–	Sell	-2,811	Closed	-$217K	–	73
2019 Q1	$217K	Sell	2,811 -780	-22%	-$59.9K	0.16%	68
2018 Q4	$248K	Sell	3,591 -577	-14%	-$44.6K	0.2%	65
2018 Q3	$364K	Hold	4,168	–	–	0.26%	57
2018 Q2	$352K	Buy	4,168 +997	+31%	+$81.2K	0.27%	58
2018 Q1	$244K	Buy	+3,171	New	+$247K	0.18%	66

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Advisors of Tampa Bay's IJR Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 772 shares — an estimated $80.7K sold.

Wealth Advisors of Tampa Bay first reported a position in IJR in Q1 2018 and held it in 10 quarters. The position peaked at $364K in Q3 2018. 2,504 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 772 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $80.7K.
Wealth Advisors of Tampa Bay first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and held it in 10 quarters.
Wealth Advisors of Tampa Bay's iShares Core S&P Small-Cap ETF position peaked at $364K in Q3 2018.
2,504 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.