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Buckingham Capital Management (Ohio)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Buckingham Capital Management (Ohio)’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 		$4.26M Sell
36,985
-1,549
-4% -$185K 0.49% 46
2024
Q3 		$4.51M Sell
38,534
-1,026
-3% -$116K 0.52% 46
2024
Q2 		$4.22M Sell
39,560
-443
-1% -$47.4K 0.5% 45
2024
Q1 		$4.42M Sell
40,003
-1,479
-4% -$157K 0.54% 47
2023
Q4 		$4.49M Sell
41,482
-3,299
-7% -$318K 0.6% 47
2023
Q3 		$4.22M Sell
44,781
-1,245
-3% -$124K 0.64% 45
2023
Q2 		$4.59M Sell
46,026
-943
-2% -$89.8K 0.68% 45
2023
Q1 		$4.54M Buy
46,969
+778
+2% +$77.8K 0.73% 43
2022
Q4 		$4.37M Sell
46,191
-607
-1% -$58.2K 0.76% 46
2022
Q3 		$4.08M Buy
46,798
+469
+1% +$45.6K 0.79% 44
2022
Q2 		$4.28M Buy
46,329
+6,656
+17% +$662K 0.8% 43
2022
Q1 		$4.28M Sell
39,673
-255
-0.6% -$27.5K 0.7% 48
2021
Q4 		$4.57M Buy
39,928
+130
+0.3% +$14.8K 0.71% 44
2021
Q3 		$4.35M Sell
39,798
-3,080
-7% -$339K 0.71% 43
2021
Q2 		$4.84M Sell
42,878
-5,823
-12% -$649K 0.78% 42
2021
Q1 		$5.29M Sell
48,701
-3,922
-7% -$411K 0.89% 39
2020
Q4 		$4.84M Sell
52,623
-1,642
-3% -$135K 0.85% 38
2020
Q3 		$3.81M Sell
54,265
-2,142
-4% -$154K 0.76% 40
2020
Q2 		$3.85M Sell
56,407
-5,193
-8% -$328K 0.84% 36
2020
Q1 		$3.46M Sell
61,600
-3,321
-5% -$247K 0.87% 35
2019
Q4 		$5.44M Sell
64,921
-250
-0.4% -$20.1K 0.94% 35
2019
Q3 		$5.07M Buy
65,171
+764
+1% +$59.2K 0.94% 34
2019
Q2 		$5.04M Sell
64,407
-275
-0.4% -$21.3K 0.95% 34
2019
Q1 		$4.99M Buy
64,682
+7,085
+12% +$544K 0.98% 31
2018
Q4 		$3.99M Buy
57,597
+21,290
+59% +$1.65M 0.88% 34
2018
Q3 		$3.17M Buy
36,307
+2,205
+6% +$193K 0.62% 45
2018
Q2 		$2.85M Sell
34,102
-405
-1% -$33K 0.58% 48
2018
Q1 		$2.66M Buy
34,507
+180
+0.5% +$14K 0.56% 51
2017
Q4 		$2.64M Buy
34,327
+1,144
+3% +$86.2K 0.55% 49
2017
Q3 		$2.46M Buy
33,183
+414
+1% +$29K 0.55% 52
2017
Q2 		$2.3M Buy
32,769
+923
+3% +$63.9K 0.53% 56
2017
Q1 		$2.2M Sell
31,846
-1,832
-5% -$126K 0.52% 60
2016
Q4 		$2.32M Sell
33,678
-1,536
-4% -$99.1K 0.57% 45
2016
Q3 		$2.19M Sell
35,214
-1,620
-4% -$98.9K 0.56% 49
2016
Q2 		$2.14M Sell
36,834
-6,438
-15% -$367K 0.57% 50
2016
Q1 		$2.44M Sell
43,272
-3,754
-8% -$196K 0.67% 40
2015
Q4 		$2.59M Sell
47,026
-190
-0.4% -$10.7K 0.72% 37
2015
Q3 		$2.52M Sell
47,216
-2,188
-4% -$124K 0.74% 31
2015
Q2 		$2.92M Buy
49,404
+676
+1% +$40K 0.82% 30
2015
Q1 		$2.88M Sell
48,728
-3,192
-6% -$183K 0.83% 30
2014
Q4 		$2.96M Sell
51,920
-7,384
-12% -$403K 0.88% 29
2014
Q3 		$3.09M Sell
59,304
-1,500
-2% -$81.6K 0.96% 26
2014
Q2 		$3.41M Buy
60,804
+190
+0.3% +$10.3K 1.07% 22
2014
Q1 		$3.34M Sell
60,614
-3,320
-5% -$179K 1.12% 17
2013
Q4 		$3.49M Sell
63,934
-2,320
-4% -$121K 1.22% 16
2013
Q3 		$3.3M Sell
66,254
-9,390
-12% -$454K 1.34% 13
2013
Q2 		$3.42M Buy
+75,644
New +$3.35M 1.4% 13

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

Buckingham Capital Management (Ohio)'s IJR Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4% in Q4 2024, selling an estimated $185K and leaving 36,985 shares worth $4.26M. The position accounts for 0.49% of the portfolio, ranked #46.

Buckingham Capital Management (Ohio) first reported a position in IJR in Q2 2013 and has held it in 47 quarters since. The position peaked at $5.44M in Q4 2019. 2,626 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 36,985 shares of iShares Core S&P Small-Cap ETF worth $4.26M as of Q4 2024.
  • Buckingham Capital Management (Ohio) sold 1,549 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $185K.
  • iShares Core S&P Small-Cap ETF made up 0.49% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #46 holding.
  • Buckingham Capital Management (Ohio) first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 47 quarters since.
  • Buckingham Capital Management (Ohio)'s iShares Core S&P Small-Cap ETF position peaked at $5.44M in Q4 2019.
  • 2,626 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.