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Credit Suisse’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Credit Suisse’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
2021
Q1 		– Sell
-4,200
Closed -$386K – 4425
2020
Q4 		$386K Hold
4,200
– – ﹤0.01% 3898
2020
Q3 		$295K Buy
+4,200
New +$301K ﹤0.01% 3659

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

Credit Suisse's IJR Position: Q1 2024 in Review

Credit Suisse reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.18% in Q1 2024, selling an estimated $34.8K and leaving 186,481 shares worth $20.6M. The position accounts for 0.02% of the portfolio, ranked #624.

Credit Suisse first reported a position in IJR in Q2 2013 and has held it in 37 quarters since. The position peaked at $149M in Q3 2016. 2,325 funds tracked by Wall St. Rank hold IJR as of Q1 2024.

  • Credit Suisse held 186,481 shares of iShares Core S&P Small-Cap ETF worth $20.6M as of Q1 2024.
  • Credit Suisse sold 328 iShares Core S&P Small-Cap ETF shares in Q1 2024, an estimated $34.8K.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Credit Suisse's portfolio in Q1 2024, its #624 holding.
  • Credit Suisse first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 37 quarters since.
  • Credit Suisse's iShares Core S&P Small-Cap ETF position peaked at $149M in Q3 2016.
  • 2,325 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.