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

Berger Financial Group’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	-1,819	Closed	-$213K	–	423
2024 Q3	$213K	Sell	1,819 -123	-6%	-$13.9K	0.02%	374
2024 Q2	$207K	Sell	1,942 -1,355	-41%	-$145K	0.02%	356
2024 Q1	$364K	Buy	3,297 +24	+0.7%	+$2.55K	0.03%	250
2023 Q4	$354K	Sell	3,273 -1,110	-25%	-$107K	0.04%	204
2023 Q3	$413K	Buy	4,383 +515	+13%	+$51.4K	0.05%	169
2023 Q2	$385K	Buy	3,868 +1	+0%	+$95	0.04%	188
2023 Q1	$374K	Sell	3,867 -37	-0.9%	-$3.7K	0.05%	182
2022 Q4	$369K	Buy	3,904 +395	+11%	+$37.9K	0.05%	182
2022 Q3	$306K	Hold	3,509	–	–	0.04%	182
2022 Q2	$324K	Sell	3,509 -361	-9%	-$35.9K	0.05%	176
2022 Q1	$417K	Sell	3,870 -88	-2%	-$9.5K	0.05%	165
2021 Q4	$453K	Buy	3,958 +690	+21%	+$78.6K	0.06%	160
2021 Q3	$357K	Hold	3,268	–	–	0.06%	141
2021 Q2	$369K	Buy	3,268 +58	+2%	+$6.47K	0.07%	140
2021 Q1	$348K	Buy	3,210 +737	+30%	+$77.1K	0.08%	140
2020 Q4	$227K	Buy	+2,473	New	+$203K	0.04%	189

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

Berger Financial Group's IJR Position: Q4 2024 in Review

Berger Financial Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2024, closing a stake of 1,819 shares — an estimated $213K sold.

Berger Financial Group first reported a position in IJR in Q4 2020 and held it in 16 quarters. The position peaked at $453K in Q4 2021. 2,625 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

Berger Financial Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
Berger Financial Group sold 1,819 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $213K.
Berger Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 16 quarters.
Berger Financial Group's iShares Core S&P Small-Cap ETF position peaked at $453K in Q4 2021.
2,625 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Berger Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.