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Advus Financial Partners, LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Advus Financial Partners, LLC’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
Q2 		– Sell
-2,428
Closed -$254K – 258
2025
Q1 		$254K Buy
2,428
+23
+1% +$2.6K 0.07% 203
2024
Q4 		$277K Sell
2,405
-10
-0.4% -$1.2K 0.08% 180
2024
Q3 		$282K Sell
2,415
-486
-17% -$54.9K 0.08% 172
2024
Q2 		$309K Sell
2,901
-112
-4% -$12K 0.09% 138
2024
Q1 		$333K Sell
3,013
-446
-13% -$47.4K 0.1% 128
2023
Q4 		$374K Sell
3,459
-1,010
-23% -$97.3K 0.13% 103
2023
Q3 		$422K Sell
4,469
-20,480
-82% -$2.05M 0.17% 84
2023
Q2 		$2.49M Sell
24,949
-10,037
-29% -$956K 0.96% 24
2023
Q1 		$3.38M Sell
34,986
-17,172
-33% -$1.72M 1.4% 18
2022
Q4 		$4.94M Sell
52,158
-1,922
-4% -$184K 2.15% 12
2022
Q3 		$4.72M Buy
54,080
+893
+2% +$86.7K 2.51% 11
2022
Q2 		$4.91M Buy
53,187
+1,854
+4% +$184K 2.59% 10
2022
Q1 		$5.54M Buy
+51,333
New +$5.54M 2.82% 7
2021
Q3 		$5.44M Buy
+47,473
New +$5.23M 3% 8

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advus Financial Partners, LLC's IJR Position: Q2 2025 in Review

Advus Financial Partners, LLC sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 2,428 shares — an estimated $254K sold.

Advus Financial Partners, LLC first reported a position in IJR in Q3 2021 and held it in 14 quarters. The position peaked at $5.54M in Q1 2022. 2,506 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

  • Advus Financial Partners, LLC reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 2,428 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $254K.
  • Advus Financial Partners, LLC first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and held it in 14 quarters.
  • Advus Financial Partners, LLC's iShares Core S&P Small-Cap ETF position peaked at $5.54M in Q1 2022.
  • 2,506 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2025, filed 25 Aug 2026.