Adroit Compliance’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Adroit Compliance’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
2023 Q4	$3.36M	Buy	+31,049	New	+$2.99M	0.7%	19

Other funds holding IJR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Adroit Compliance's IJR Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q4 2023: 31,049 shares worth $3.36M. The stake represents 0.7% of the portfolio and ranks #19 among its holdings.

2,310 funds tracked by Wall St. Rank hold IJR as of Q4 2023.

Adroit Compliance held 31,049 shares of iShares Core S&P Small-Cap ETF worth $3.36M as of Q4 2023.
iShares Core S&P Small-Cap ETF was a new Adroit Compliance position in Q4 2023.
iShares Core S&P Small-Cap ETF made up 0.7% of Adroit Compliance's portfolio in Q4 2023, its #19 holding.
2,310 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.