Belmont Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Belmont Capital’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	–	Sell	-241	Closed	-$25.7K	–	190
2024 Q2	$25.7K	Buy	+241	New	+$25.8K	﹤0.01%	170
2022 Q1	–	Sell	-725	Closed	-$83K	–	75
2021 Q4	$83K	Hold	725	–	–	0.07%	22
2021 Q3	$79K	Hold	725	–	–	0.06%	25
2021 Q2	$82K	Sell	725 -94	-11%	-$10.5K	0.08%	21
2021 Q1	$89K	Hold	819	–	–	0.11%	14
2020 Q4	$75K	Buy	+819	New	+$67.3K	0.03%	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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Belmont Capital's IJR Position: Q3 2024 in Review

Belmont Capital sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2024, closing a stake of 241 shares — an estimated $25.7K sold.

Belmont Capital first reported a position in IJR in Q4 2020 and held it in 6 quarters. The position peaked at $89K in Q1 2021. 2,379 funds tracked by Wall St. Rank hold IJR as of Q3 2024.

Belmont Capital reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
Belmont Capital sold 241 iShares Core S&P Small-Cap ETF shares in Q3 2024, an estimated $25.7K.
Belmont Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 6 quarters.
Belmont Capital's iShares Core S&P Small-Cap ETF position peaked at $89K in Q1 2021.
2,379 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2024.

Based on Belmont Capital's 13F filing for Q3 2024, filed 7 Nov 2024.