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

Brogan Financial’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
-2,151
Closed -$233K – 48
2023
Q4 		$233K Buy
+2,151
New +$207K 0.17% 40

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

Brogan Financial's IJR Position: Q1 2024 in Review

Brogan Financial sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2024, closing a stake of 2,151 shares — an estimated $233K sold.

Brogan Financial first reported a position in IJR in Q4 2023 and held it in 1 quarter. The position peaked at $233K in Q4 2023. 2,326 funds tracked by Wall St. Rank hold IJR as of Q1 2024.

  • Brogan Financial reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Brogan Financial sold 2,151 iShares Core S&P Small-Cap ETF shares in Q1 2024, an estimated $233K.
  • Brogan Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Brogan Financial's iShares Core S&P Small-Cap ETF position peaked at $233K in Q4 2023.
  • 2,326 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2024.

Based on Brogan Financial's 13F filing for Q1 2024, filed 10 May 2024.