Beacon Bridge Wealth Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Beacon Bridge Wealth Partners’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 Q4	–	Sell	-2,801	Closed	-$328K	–	92
2024 Q3	$328K	Sell	2,801 -253	-8%	-$28.6K	0.14%	69
2024 Q2	$326K	Sell	3,054 -1,815	-37%	-$194K	0.15%	74
2024 Q1	$538K	Sell	4,869 -4,363	-47%	-$463K	0.25%	59
2023 Q4	$999K	Sell	9,232 -10,209	-53%	-$984K	0.5%	43
2023 Q3	$1.83M	Buy	19,441 +1,330	+7%	+$133K	0.97%	30
2023 Q2	$1.8M	Buy	18,111 +1,303	+8%	+$124K	0.92%	28
2023 Q1	$1.63M	Sell	16,808 -4,063	-19%	-$406K	0.98%	22
2022 Q4	$1.98M	Buy	+20,871	New	+$2M	1.44%	18

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beacon Bridge Wealth Partners's IJR Position: Q4 2024 in Review

Beacon Bridge Wealth Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2024, closing a stake of 2,801 shares — an estimated $328K sold.

Beacon Bridge Wealth Partners first reported a position in IJR in Q4 2022 and held it in 8 quarters. The position peaked at $1.98M in Q4 2022. 2,625 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

Beacon Bridge Wealth Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 2,801 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $328K.
Beacon Bridge Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and held it in 8 quarters.
Beacon Bridge Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $1.98M in Q4 2022.
2,625 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q4 2024, filed 4 Feb 2025.