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Windsor Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Windsor Advisory Group’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 		– Sell
-589
Closed -$64.4K – 84
2025
Q2 		$64.4K Buy
589
+164
+39% +$17K 0.09% 44
2025
Q1 		$44.4K Sell
425
-6,564
-94% -$741K 0.06% 48
2024
Q4 		$805K Buy
6,989
+886
+15% +$106K 0.94% 22
2024
Q3 		$714K Buy
+6,103
New +$689K 0.81% 28
2023
Q2 		– Sell
-725
Closed -$70.1K – 62
2023
Q1 		$70.1K Hold
725
– – 0.17% 51
2022
Q4 		$68.7K Buy
+725
New +$69.5K 0.18% 55

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

Windsor Advisory Group's IJR Position: Q3 2025 in Review

Windsor Advisory Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 589 shares — an estimated $64.4K sold.

Windsor Advisory Group first reported a position in IJR in Q4 2022 and held it in 6 quarters. The position peaked at $805K in Q4 2024. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Windsor Advisory Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Windsor Advisory Group sold 589 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $64.4K.
  • Windsor Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and held it in 6 quarters.
  • Windsor Advisory Group's iShares Core S&P Small-Cap ETF position peaked at $805K in Q4 2024.
  • 2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Windsor Advisory Group's 13F filing for Q3 2025, filed 14 Nov 2025.