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Alpine Global Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Alpine Global Management’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
-13,353
Closed -$1.48M – 494
2024
Q1 		$1.48M Buy
13,353
+8,753
+190% +$929K 0.29% 80
2023
Q4 		$498K Sell
4,600
-1,194
-21% -$115K 0.14% 98
2023
Q3 		$547K Buy
+5,794
New +$579K 0.13% 78
2022
Q4 		– Sell
-3,771
Closed -$329K – 508
2022
Q3 		$329K Buy
+3,771
New +$366K 0.08% 85

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

Alpine Global Management's IJR Position: Q2 2024 in Review

Alpine Global Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2024, closing a stake of 13,353 shares — an estimated $1.48M sold.

Alpine Global Management first reported a position in IJR in Q3 2022 and held it in 4 quarters. The position peaked at $1.48M in Q1 2024. 2,305 funds tracked by Wall St. Rank hold IJR as of Q2 2024.

  • Alpine Global Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Alpine Global Management sold 13,353 iShares Core S&P Small-Cap ETF shares in Q2 2024, an estimated $1.48M.
  • Alpine Global Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and held it in 4 quarters.
  • Alpine Global Management's iShares Core S&P Small-Cap ETF position peaked at $1.48M in Q1 2024.
  • 2,305 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2024.

Based on Alpine Global Management's 13F filing for Q2 2024, filed 14 Aug 2024.