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BBJS Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

BBJS Financial Advisors’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 		$35K Hold
299
– – 0.01% 83
2024
Q2 		$31.9K Hold
299
– – 0.01% 84
2024
Q1 		$33K Hold
299
– – 0.01% 77
2023
Q4 		$32.3K Buy
299
+1
+0.3% +$96 0.01% 76
2023
Q3 		$28.1K Hold
298
– – 0.01% 77
2023
Q2 		$29.7K Hold
298
– – 0.01% 75
2023
Q1 		$28.8K Hold
298
– – 0.01% 74
2022
Q4 		$28.2K Buy
+298
New +$28.6K 0.01% 80

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

BBJS Financial Advisors's IJR Position: Q3 2024 in Review

BBJS Financial Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2024 at 299 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #83.

BBJS Financial Advisors first reported a position in IJR in Q4 2022 and has held it in 8 quarters since. 2,379 funds tracked by Wall St. Rank hold IJR as of Q3 2024.

  • BBJS Financial Advisors held 299 shares of iShares Core S&P Small-Cap ETF worth $35K as of Q3 2024.
  • BBJS Financial Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2024.
  • iShares Core S&P Small-Cap ETF made up 0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #83 holding.
  • BBJS Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 8 quarters since.
  • 2,379 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.