Bank Julius Baer & Co
IJR icon

Bank Julius Baer & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bank Julius Baer & Co’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
2026
Q1 		$1.84M Buy
14,813
+13,021
+727% +$1.65M 0.01% 324
2025
Q4 		$215K Sell
1,792
-14,565
-89% -$1.74M ﹤0.01% 481
2025
Q3 		$1.94M Buy
+16,357
New +$1.88M 0.01% 331
2025
Q2 		– Sell
-1,358
Closed -$142K – 624
2025
Q1 		$142K Sell
1,358
-32,328
-96% -$3.65M ﹤0.01% 447
2024
Q4 		$4.28M Buy
+33,686
New +$4.02M 0.01% 248
2022
Q2 		– Sell
-313
Closed -$34K – 614
2022
Q1 		$34K Sell
313
-16,653
-98% -$1.8M ﹤0.01% 544
2021
Q4 		$1.94M Buy
16,966
+2,761
+19% +$315K 0.01% 277
2021
Q3 		$1.55M Sell
14,205
-88,884
-86% -$9.79M 0.01% 278
2021
Q2 		$11.6M Buy
103,089
+16,212
+19% +$1.81M 0.07% 156
2021
Q1 		$9.43M Sell
86,877
-8,596
-9% -$900K 0.07% 155
2020
Q4 		$8.77M Buy
+95,473
New +$7.84M 0.07% 147

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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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return