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

Carolina 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 		– Sell
-18
Closed -$1.95K – 236
2023
Q4 		$1.95K Hold
18
– – ﹤0.01% 205
2023
Q3 		$1.7K Buy
+18
New +$1.8K ﹤0.01% 223

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

Carolina Wealth Advisors's IJR Position: Q1 2024 in Review

Carolina Wealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2024, closing a stake of 18 shares — an estimated $1.95K sold.

Carolina Wealth Advisors first reported a position in IJR in Q3 2023 and held it in 2 quarters. The position peaked at $1.95K in Q4 2023. 2,325 funds tracked by Wall St. Rank hold IJR as of Q1 2024.

  • Carolina Wealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 18 iShares Core S&P Small-Cap ETF shares in Q1 2024, an estimated $1.95K.
  • Carolina Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and held it in 2 quarters.
  • Carolina Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.95K in Q4 2023.
  • 2,325 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2024.

Based on Carolina Wealth Advisors's 13F filing for Q1 2024, filed 5 Apr 2024.