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Ables Iannone Moore & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Ables Iannone Moore & Associates’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
2024
Q2 		– Sell
-143
Closed -$15.8K – 58
2024
Q1 		$15.8K Hold
143
– – 0.01% 63
2023
Q4 		$15.5K Buy
+143
New +$13.8K 0.01% 159

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ables Iannone Moore & Associates's IJR Position: Q2 2024 in Review

Ables Iannone Moore & Associates sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2024, closing a stake of 143 shares — an estimated $15.8K sold.

Ables Iannone Moore & Associates first reported a position in IJR in Q4 2023 and held it in 2 quarters. The position peaked at $15.8K in Q1 2024. 2,306 funds tracked by Wall St. Rank hold IJR as of Q2 2024.

  • Ables Iannone Moore & Associates reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 143 iShares Core S&P Small-Cap ETF shares in Q2 2024, an estimated $15.8K.
  • Ables Iannone Moore & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and held it in 2 quarters.
  • Ables Iannone Moore & Associates's iShares Core S&P Small-Cap ETF position peaked at $15.8K in Q1 2024.
  • 2,306 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2024, filed 11 Jul 2024.