BFM
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Boston Financial Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Boston Financial Management’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 		$14.2M Buy
123,508
+399
+0.3% +$47.7K 0.43% 62
2024
Q3 		$14.4M Buy
123,109
+2,170
+2% +$245K 0.43% 61
2024
Q2 		$12.9M Sell
120,939
-772
-0.6% -$82.6K 0.41% 62
2024
Q1 		$13.5M Sell
121,711
-325
-0.3% -$34.5K 0.43% 60
2023
Q4 		$13.2M Sell
122,036
-1,193
-1% -$115K 0.45% 57
2023
Q3 		$11.6M Sell
123,229
-3,459
-3% -$346K 0.43% 59
2023
Q2 		$12.6M Buy
126,688
+7,779
+7% +$741K 0.46% 58
2023
Q1 		$11.5M Sell
118,909
-1,597
-1% -$160K 0.45% 59
2022
Q4 		$11.4M Buy
120,506
+4,108
+4% +$394K 0.46% 60
2022
Q3 		$10.1M Buy
116,398
+38,779
+50% +$3.77M 0.44% 58
2022
Q2 		$7.17M Buy
77,619
+14,709
+23% +$1.46M 0.31% 68
2022
Q1 		$6.79M Buy
62,910
+937
+2% +$101K 0.26% 74
2021
Q4 		$7.1M Sell
61,973
-187
-0.3% -$21.3K 0.26% 70
2021
Q3 		$6.79M Sell
62,160
-1,689
-3% -$186K 0.28% 68
2021
Q2 		$7.21M Sell
63,849
-157
-0.2% -$17.5K 0.29% 66
2021
Q1 		$6.95M Sell
64,006
-831
-1% -$87K 0.31% 66
2020
Q4 		$5.96M Sell
64,837
-4,148
-6% -$341K 0.27% 71
2020
Q3 		$4.84M Sell
68,985
-4,715
-6% -$338K 0.24% 75
2020
Q2 		$5.03M Buy
73,700
+1,317
+2% +$83.1K 0.27% 71
2020
Q1 		$4.06M Sell
72,383
-8,864
-11% -$660K 0.26% 74
2019
Q4 		$6.81M Buy
81,247
+805
+1% +$64.8K 0.37% 72
2019
Q3 		$6.26M Sell
80,442
-1,988
-2% -$154K 0.36% 76
2019
Q2 		$6.45M Sell
82,430
-4,822
-6% -$374K 0.37% 75
2019
Q1 		$6.73M Sell
87,252
-2,996
-3% -$230K 0.41% 75
2018
Q4 		$6.26M Sell
90,248
-16,598
-16% -$1.28M 0.43% 74
2018
Q3 		$9.32M Buy
106,846
+17,400
+19% +$1.52M 0.55% 63
2018
Q2 		$7.46M Sell
89,446
-87
-0.1% -$7.09K 0.5% 69
2018
Q1 		$6.89M Buy
89,533
+680
+0.8% +$52.9K 0.47% 77
2017
Q4 		$6.83M Sell
88,853
-1,273
-1% -$96K 0.46% 75
2017
Q3 		$6.69M Sell
90,126
-966
-1% -$67.7K 0.48% 78
2017
Q2 		$6.39M Sell
91,092
-569
-0.6% -$39.4K 0.46% 78
2017
Q1 		$6.34M Buy
91,661
+6,273
+7% +$433K 0.47% 76
2016
Q4 		$5.87M Sell
85,388
-2,020
-2% -$130K 0.46% 79
2016
Q3 		$5.43M Sell
87,408
-6,920
-7% -$423K 0.44% 90
2016
Q2 		$5.48M Buy
94,328
+2,912
+3% +$166K 0.45% 89
2016
Q1 		$5.14M Sell
91,416
-5,718
-6% -$298K 0.77% 48
2015
Q4 		$5.35M Sell
97,134
-2,272
-2% -$128K 0.77% 43
2015
Q3 		$5.3M Sell
99,406
-568
-0.6% -$32.2K 0.75% 44
2015
Q2 		$5.89M Sell
99,974
-2,320
-2% -$137K 0.76% 41
2015
Q1 		$6.04M Sell
102,294
-4,078
-4% -$234K 0.76% 43
2014
Q4 		$6.07M Sell
106,372
-4,542
-4% -$248K 0.76% 44
2014
Q3 		$5.78M Sell
110,914
-1,852
-2% -$101K 0.76% 42
2014
Q2 		$6.32M Sell
112,766
-34,730
-24% -$1.88M 0.83% 38
2014
Q1 		$8.12M Buy
147,496
+3,394
+2% +$183K 1.09% 23
2013
Q4 		$7.86M Buy
144,102
+11,022
+8% +$576K 1.08% 24
2013
Q3 		$6.64M Buy
133,080
+7,662
+6% +$370K 1% 27
2013
Q2 		$5.66M Buy
+125,418
New +$5.55M 0.87% 33

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
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

Boston Financial Management's IJR Position: Q4 2024 in Review

Boston Financial Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.32% in Q4 2024, buying an estimated $47.7K and bringing the position to 123,508 shares worth $14.2M. The position accounts for 0.43% of the portfolio, ranked #62.

Boston Financial Management first reported a position in IJR in Q2 2013 and has held it in 47 quarters since. The position peaked at $14.4M in Q3 2024. 2,626 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

  • Boston Financial Management held 123,508 shares of iShares Core S&P Small-Cap ETF worth $14.2M as of Q4 2024.
  • Boston Financial Management bought 399 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $47.7K.
  • iShares Core S&P Small-Cap ETF made up 0.43% of Boston Financial Management's portfolio in Q4 2024, its #62 holding.
  • Boston Financial Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 47 quarters since.
  • Boston Financial Management's iShares Core S&P Small-Cap ETF position peaked at $14.4M in Q3 2024.
  • 2,626 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.