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

Capstone Triton Financial Group’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	$2.92M	Sell	25,317 -948	-4%	-$113K	1.82%	12
2024 Q3	$3.07M	Buy	26,265 +202	+0.8%	+$22.8K	1.97%	12
2024 Q2	$2.78M	Buy	26,063 +313	+1%	+$33.5K	1.95%	13
2024 Q1	$2.85M	Sell	25,750 -987	-4%	-$105K	2.02%	14
2023 Q4	$2.89M	Sell	26,737 -982	-4%	-$94.6K	2.11%	11
2023 Q3	$2.61M	Sell	27,719 -372	-1%	-$37.2K	1.91%	15
2023 Q2	$2.8M	Buy	28,091 +860	+3%	+$81.9K	1.92%	13
2023 Q1	$2.63M	Sell	27,231 -715	-3%	-$71.5K	1.98%	10
2022 Q4	$2.64M	Buy	+27,946	New	+$2.68M	2.12%	10
2022 Q2	–	Sell	-8,984	Closed	-$899K	–	105
2022 Q1	$899K	Sell	8,984 -335	-4%	-$36.2K	0.63%	49
2021 Q4	$1.07M	Buy	9,319 +513	+6%	+$58.5K	2.15%	9
2021 Q3	$1.01M	Buy	+8,806	New	+$970K	0.61%	42
2021 Q1	–	Sell	-2,284	Closed	-$210K	–	210
2020 Q4	$210K	Buy	+2,284	New	+$188K	0.13%	106

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capstone Triton Financial Group's IJR Position: Q4 2024 in Review

Capstone Triton Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.6% in Q4 2024, selling an estimated $113K and leaving 25,317 shares worth $2.92M. The position accounts for 1.82% of the portfolio, ranked #12.

Capstone Triton Financial Group first reported a position in IJR in Q4 2020 and has held it in 13 quarters since. The position peaked at $3.07M in Q3 2024. 2,625 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

Capstone Triton Financial Group held 25,317 shares of iShares Core S&P Small-Cap ETF worth $2.92M as of Q4 2024.
Capstone Triton Financial Group sold 948 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $113K.
iShares Core S&P Small-Cap ETF made up 1.82% of Capstone Triton Financial Group's portfolio in Q4 2024, its #12 holding.
Capstone Triton Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 13 quarters since.
Capstone Triton Financial Group's iShares Core S&P Small-Cap ETF position peaked at $3.07M in Q3 2024.
2,625 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Capstone Triton Financial Group's 13F filing for Q4 2024, filed 10 Mar 2025.