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Weil Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Weil Company’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
2024
Q4 		– Sell
-35,350
Closed -$233K – 126
2024
Q3 		$233K Buy
+35,350
New +$3.99M 0.08% 136
2024
Q2 		– Sell
-20,000
Closed -$51K – 150
2024
Q1 		$51K Buy
+20,000
New +$2.12M 0.02% 151

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

Weil Company's IJR Position: Q3 2025 in Review

Weil Company sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 2,396 shares — an estimated $262K sold.

Weil Company first reported a position in IJR in Q4 2017 and held it in 20 quarters. The position peaked at $3.16M in Q4 2018. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Weil Company reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Weil Company sold 2,396 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $262K.
  • Weil Company first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and held it in 20 quarters.
  • Weil Company's iShares Core S&P Small-Cap ETF position peaked at $3.16M in Q4 2018.
  • 2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Weil Company's 13F filing for Q3 2025, filed 7 Nov 2025.