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Axiom Advisory’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Axiom Advisory’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
Q3 		$617K Buy
5,434
+1,704
+46% +$193K 0.01% 205
2024
Q2 		$399K Buy
+3,730
New +$399K ﹤0.01% 229

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
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

Axiom Advisory's IJR Position: Q3 2024 in Review

Axiom Advisory increased its iShares Core S&P Small-Cap ETF (IJR) stake by 46% in Q3 2024, buying an estimated $193K and bringing the position to 5,434 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #205.

Axiom Advisory first reported a position in IJR in Q2 2024 and has held it in 2 quarters since. 2,379 funds tracked by Wall St. Rank hold IJR as of Q3 2024.

  • Axiom Advisory held 5,434 shares of iShares Core S&P Small-Cap ETF worth $617K as of Q3 2024.
  • Axiom Advisory bought 1,704 iShares Core S&P Small-Cap ETF shares in Q3 2024, an estimated $193K.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #205 holding.
  • Axiom Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 2 quarters since.
  • 2,379 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.