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

Wealth Quarterback’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
-1,911
Closed -$227K – 156
2025
Q3 		$227K Buy
1,911
+6
+0.3% +$690 0.09% 143
2025
Q2 		$208K Sell
1,905
-868
-31% -$89.7K 0.1% 134
2025
Q1 		$290K Sell
2,773
-721
-21% -$81.4K 0.16% 100
2024
Q4 		$403K Sell
3,494
-208
-6% -$24.9K 0.19% 80
2024
Q3 		$433K Buy
3,702
+113
+3% +$12.8K 0.23% 79
2024
Q2 		$383K Buy
3,589
+83
+2% +$8.88K 0.22% 79
2024
Q1 		$388K Sell
3,506
-1,489
-30% -$158K 0.22% 80
2023
Q4 		$541K Sell
4,995
-392
-7% -$37.8K 0.33% 70
2023
Q3 		$508K Sell
5,387
-875
-14% -$87.4K 0.44% 63
2023
Q2 		$624K Sell
6,262
-964
-13% -$91.8K 0.43% 42
2023
Q1 		$699K Sell
7,226
-59
-0.8% -$5.9K 0.59% 36
2022
Q4 		$689K Sell
7,285
-460
-6% -$44.1K 0.57% 40
2022
Q3 		$675K Sell
7,745
-1,386
-15% -$135K 0.72% 39
2022
Q2 		$844K Buy
+9,131
New +$908K 0.66% 37
2021
Q3 		$1.92M Sell
18,017
-10
-0.1% -$1.1K 1.28% 12
2021
Q2 		$2.04M Buy
+18,027
New +$2.01M 1.24% 13
2020
Q4 		$1.52M Sell
16,499
-1,910
-10% -$157K 1.26% 17
2020
Q3 		$1.26M Hold
18,409
– – 1.15% 23
2020
Q2 		$1.26M Sell
18,409
-495
-3% -$31.3K 1.15% 23
2020
Q1 		$1.07M Sell
18,904
-1,659
-8% -$124K 0.98% 27
2019
Q4 		$1.18M Buy
+20,563
New +$1.65M 1.03% 25

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

Wealth Quarterback's IJR Position: Q4 2025 in Review

Wealth Quarterback sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 1,911 shares — an estimated $227K sold.

Wealth Quarterback first reported a position in IJR in Q4 2019 and held it in 21 quarters. The position peaked at $2.04M in Q2 2021. 2,721 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • Wealth Quarterback reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Wealth Quarterback sold 1,911 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $227K.
  • Wealth Quarterback first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 21 quarters.
  • Wealth Quarterback's iShares Core S&P Small-Cap ETF position peaked at $2.04M in Q2 2021.
  • 2,721 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Wealth Quarterback's 13F filing for Q4 2025, filed 15 Jan 2026.