Bromfield Sneider Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bromfield Sneider Wealth Advisors’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	$54.6K	Hold	494	–	–	0.03%	70
2023 Q4	$53.5K	Buy	494 +2	+0.4%	+$193	0.04%	65
2023 Q3	$46.4K	Hold	492	–	–	0.04%	64
2023 Q2	$49.1K	Buy	492 +1	+0.2%	+$95	0.04%	70
2023 Q1	$47.5K	Buy	491 +1	+0.2%	+$100	0.04%	66
2022 Q4	$46.4K	Buy	490 +3	+0.6%	+$288	0.04%	62
2022 Q3	$43K	Hold	487	–	–	0.05%	60
2022 Q2	$45K	Buy	487 +1	+0.2%	+$99	0.05%	61
2022 Q1	$52K	Buy	+486	New	+$52.4K	0.05%	66

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's IJR Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2024 at 494 shares worth $54.6K. The position accounts for 0.03% of the portfolio, ranked #70.

Bromfield Sneider Wealth Advisors first reported a position in IJR in Q1 2022 and has held it in 9 quarters since. 2,332 funds tracked by Wall St. Rank hold IJR as of Q1 2024.

Bromfield Sneider Wealth Advisors held 494 shares of iShares Core S&P Small-Cap ETF worth $54.6K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2024.
iShares Core S&P Small-Cap ETF made up 0.03% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #70 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 9 quarters since.
2,332 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.