WFA Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

WFA Asset Management’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	$38.6K	Hold	330	–	–	0.02%	116
2025 Q2	$35.2K	Hold	330	–	–	0.02%	112
2025 Q1	$36.5K	Hold	330	–	–	0.02%	120
2024 Q4	$38K	Hold	330	–	–	0.02%	128
2024 Q3	$38.6K	Hold	330	–	–	0.02%	117
2024 Q2	$35.2K	Hold	330	–	–	0.02%	113
2024 Q1	$36.5K	Buy	+330	New	+$35K	0.02%	121
2023 Q3	–	Sell	-27	Closed	-$2.74K	–	259
2023 Q2	$2.74K	Hold	27	–	–	﹤0.01%	212
2023 Q1	$2.65K	Hold	27	–	–	﹤0.01%	215
2022 Q4	$2.58K	Hold	27	–	–	﹤0.01%	200
2022 Q3	$2.35K	Buy	+27	New	+$2.62K	﹤0.01%	215

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

WFA Asset Management's IJR Position: Q3 2025 in Review

WFA Asset Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2025 at 330 shares worth $38.6K. The position accounts for 0.02% of the portfolio, ranked #116.

WFA Asset Management first reported a position in IJR in Q3 2022 and has held it in 11 quarters since. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

WFA Asset Management held 330 shares of iShares Core S&P Small-Cap ETF worth $38.6K as of Q3 2025.
WFA Asset Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2025.
iShares Core S&P Small-Cap ETF made up 0.02% of WFA Asset Management's portfolio in Q3 2025, its #116 holding.
WFA Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and has held it in 11 quarters since.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.