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Boyce & Associates Wealth Consulting’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Boyce & Associates Wealth Consulting’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
Q1 		– Sell
-9,504
Closed -$1.03M – 62
2023
Q4 		$1.03M Sell
9,504
-259
-3% -$25K 1.5% 15
2023
Q3 		$921K Buy
9,763
+338
+4% +$33.8K 1.53% 15
2023
Q2 		$939K Buy
+9,425
New +$897K 1.57% 15

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Boyce & Associates Wealth Consulting's IJR Position: Q1 2024 in Review

Boyce & Associates Wealth Consulting sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2024, closing a stake of 9,504 shares — an estimated $1.03M sold.

Boyce & Associates Wealth Consulting first reported a position in IJR in Q2 2023 and held it in 3 quarters. The position peaked at $1.03M in Q4 2023. 2,325 funds tracked by Wall St. Rank hold IJR as of Q1 2024.

  • Boyce & Associates Wealth Consulting reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 9,504 iShares Core S&P Small-Cap ETF shares in Q1 2024, an estimated $1.03M.
  • Boyce & Associates Wealth Consulting first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and held it in 3 quarters.
  • Boyce & Associates Wealth Consulting's iShares Core S&P Small-Cap ETF position peaked at $1.03M in Q4 2023.
  • 2,325 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2024.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q1 2024, filed 10 Apr 2024.