Contravisory Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Contravisory Investment Management’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
2023 Q4	–	Sell	-10	Closed	-$943	–	393
2023 Q3	$943	Buy	+10	New	+$999	﹤0.01%	306
2022 Q3	–	Sell	-307	Closed	-$28K	–	341
2022 Q2	$28K	Buy	+307	New	+$30.5K	0.01%	246
2019 Q1	–	Sell	-37	Closed	-$3K	–	322
2018 Q4	$3K	Hold	37	–	–	﹤0.01%	267
2018 Q3	$3K	Buy	37 +14	+61%	+$1.23K	﹤0.01%	263
2018 Q2	$2K	Hold	23	–	–	﹤0.01%	314
2018 Q1	$2K	Buy	+23	New	+$1.79K	﹤0.01%	317

Other funds holding IJR

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Contravisory Investment Management's IJR Position: Q4 2023 in Review

Contravisory Investment Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2023, closing a stake of 10 shares — an estimated $943 sold.

Contravisory Investment Management first reported a position in IJR in Q1 2018 and held it in 6 quarters. The position peaked at $28K in Q2 2022. 2,309 funds tracked by Wall St. Rank hold IJR as of Q4 2023.

Contravisory Investment Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
Contravisory Investment Management sold 10 iShares Core S&P Small-Cap ETF shares in Q4 2023, an estimated $943.
Contravisory Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and held it in 6 quarters.
Contravisory Investment Management's iShares Core S&P Small-Cap ETF position peaked at $28K in Q2 2022.
2,309 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2023.

Based on Contravisory Investment Management's 13F filing for Q4 2023, filed 11 Jan 2024.