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

Bridge Advisory’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 		$1.78M Sell
15,224
-82
-0.5% -$9.26K 0.85% 35
2024
Q2 		$1.63M Sell
15,306
-2,033
-12% -$218K 0.8% 38
2024
Q1 		$1.92M Sell
17,339
-1,704
-9% -$181K 0.95% 33
2023
Q4 		$2.06M Sell
19,043
-4,043
-18% -$390K 1.03% 31
2023
Q3 		$2.18M Buy
+23,086
New +$2.31M 0.76% 35

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

Bridge Advisory's IJR Position: Q3 2024 in Review

Bridge Advisory reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.54% in Q3 2024, selling an estimated $9.26K and leaving 15,224 shares worth $1.78M. The position accounts for 0.85% of the portfolio, ranked #35.

Bridge Advisory first reported a position in IJR in Q3 2023 and has held it in 5 quarters since. The position peaked at $2.18M in Q3 2023. 2,379 funds tracked by Wall St. Rank hold IJR as of Q3 2024.

  • Bridge Advisory held 15,224 shares of iShares Core S&P Small-Cap ETF worth $1.78M as of Q3 2024.
  • Bridge Advisory sold 82 iShares Core S&P Small-Cap ETF shares in Q3 2024, an estimated $9.26K.
  • iShares Core S&P Small-Cap ETF made up 0.85% of Bridge Advisory's portfolio in Q3 2024, its #35 holding.
  • Bridge Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 5 quarters since.
  • Bridge Advisory's iShares Core S&P Small-Cap ETF position peaked at $2.18M in Q3 2023.
  • 2,379 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.