Wood Tarver Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wood Tarver Financial 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	-802	Closed	-$87K	–	371
2025 Q2	$87K	Sell	802 -50	-6%	-$5.17K	0.03%	223
2025 Q1	$89.1K	Buy	852 +665	+356%	+$75K	0.03%	213
2024 Q4	$21K	Buy	+187	New	+$22.3K	0.01%	344

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

Wood Tarver Financial Group's IJR Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 802 shares — an estimated $87K sold.

Wood Tarver Financial Group first reported a position in IJR in Q4 2024 and held it in 3 quarters. The position peaked at $89.1K in Q1 2025. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Wood Tarver Financial Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 802 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $87K.
Wood Tarver Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 3 quarters.
Wood Tarver Financial Group's iShares Core S&P Small-Cap ETF position peaked at $89.1K in Q1 2025.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.