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WMS Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

WMS Partners’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
Q1 		– Sell
-374,263
Closed -$43.1M – 129
2024
Q4 		$43.1M Sell
374,263
-15,766
-4% -$1.88M 2.42% 15
2024
Q3 		$45.6M Sell
390,029
-51,603
-12% -$5.83M 2.56% 15
2024
Q2 		$47.1M Buy
441,632
+23,893
+6% +$2.56M 3.01% 13
2024
Q1 		$46.2M Buy
417,739
+29,509
+8% +$3.13M 3.17% 12
2023
Q4 		$42M Buy
388,230
+2,371
+0.6% +$229K 3.09% 14
2023
Q3 		$36.4M Buy
385,859
+33,426
+9% +$3.34M 2.88% 16
2023
Q2 		$35.1M Buy
352,433
+30,228
+9% +$2.88M 2.76% 15
2023
Q1 		$31.2M Buy
322,205
+52,802
+20% +$5.28M 2.73% 13
2022
Q4 		$25.5M Buy
269,403
+49,418
+22% +$4.74M 2.53% 10
2022
Q3 		$19.2M Buy
219,985
+94,546
+75% +$9.18M 2.61% 9
2022
Q2 		$11.6M Buy
125,439
+103,823
+480% +$10.3M 1.8% 11
2022
Q1 		$2.33M Buy
21,616
+9,493
+78% +$1.02M 0.32% 43
2021
Q4 		$1.39M Buy
+12,123
New +$1.38M 0.3% 61
2019
Q2 		– Sell
-2,647
Closed -$204K – 219
2019
Q1 		$204K Sell
2,647
-726
-22% -$55.8K 0.05% 192
2018
Q4 		$234K Buy
3,373
+1
+0% +$77 0.07% 163
2018
Q3 		$294K Buy
3,372
+220
+7% +$19.3K 0.03% 170
2018
Q2 		$263K Sell
3,152
-78
-2% -$6.36K 0.03% 178
2018
Q1 		$249K Hold
3,230
– – 0.03% 187
2017
Q4 		$248K Sell
3,230
-324
-9% -$24.4K 0.03% 203
2017
Q3 		$264K Hold
3,554
– – 0.03% 184
2017
Q2 		$249K Sell
3,554
-284
-7% -$19.7K 0.03% 186
2017
Q1 		$265K Buy
+3,838
New +$265K 0.03% 170

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WMS Partners's IJR Position: Q1 2025 in Review

WMS Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 374,263 shares — an estimated $43.1M sold.

WMS Partners first reported a position in IJR in Q1 2017 and held it in 22 quarters. The position peaked at $47.1M in Q2 2024. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • WMS Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 374,263 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $43.1M.
  • WMS Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2017 and held it in 22 quarters.
  • WMS Partners's iShares Core S&P Small-Cap ETF position peaked at $47.1M in Q2 2024.
  • 2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.