Atlas Private Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Atlas Private Wealth 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 Q1	$1.98M	Buy	17,908 +4,386	+32%	+$466K	0.83%	38
2023 Q4	$1.46M	Buy	13,522 +957	+8%	+$92.2K	0.69%	49
2023 Q3	$1.19M	Buy	12,565 +345	+3%	+$34.5K	0.64%	55
2023 Q2	$1.22M	Buy	12,220 +4,230	+53%	+$403K	0.64%	59
2023 Q1	$773K	Buy	7,990 +768	+11%	+$76.8K	0.46%	69
2022 Q4	$684K	Sell	7,222 -357	-5%	-$34.2K	0.32%	72
2022 Q3	$661K	Buy	7,579 +303	+4%	+$29.4K	0.48%	63
2022 Q2	$672K	Buy	7,276 +218	+3%	+$21.7K	0.46%	70
2022 Q1	$761K	Sell	7,058 -230	-3%	-$24.8K	0.44%	73
2021 Q4	$835K	Buy	7,288 +34	+0.5%	+$3.88K	0.47%	67
2021 Q3	$792K	Buy	7,254 +561	+8%	+$61.8K	0.48%	64
2021 Q2	$756K	Sell	6,693 -123	-2%	-$13.7K	0.47%	65
2021 Q1	$740K	Buy	6,816 +1,181	+21%	+$124K	0.47%	59
2020 Q4	$518K	Sell	5,635 -50	-0.9%	-$4.11K	0.37%	68
2020 Q3	$399K	Sell	5,685 -203	-3%	-$14.5K	0.31%	76
2020 Q2	$402K	Sell	5,888 -713	-11%	-$45K	0.32%	79
2020 Q1	$370K	Buy	6,601 +230	+4%	+$17.1K	0.34%	78
2019 Q4	$534K	Buy	+6,371	New	+$513K	0.41%	74

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Atlas Private Wealth Management's IJR Position: Q1 2024 in Review

Atlas Private Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 32% in Q1 2024, buying an estimated $466K and bringing the position to 17,908 shares worth $1.98M. The position accounts for 0.83% of the portfolio, ranked #38.

Atlas Private Wealth Management first reported a position in IJR in Q4 2019 and has held it in 18 quarters since. 2,326 funds tracked by Wall St. Rank hold IJR as of Q1 2024.

Atlas Private Wealth Management held 17,908 shares of iShares Core S&P Small-Cap ETF worth $1.98M as of Q1 2024.
Atlas Private Wealth Management bought 4,386 iShares Core S&P Small-Cap ETF shares in Q1 2024, an estimated $466K.
iShares Core S&P Small-Cap ETF made up 0.83% of Atlas Private Wealth Management's portfolio in Q1 2024, its #38 holding.
Atlas Private Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 18 quarters since.
2,326 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.