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

Criterion Capital 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
Q4 		$50.6K Hold
474
– – 0.03% 136
2024
Q3 		$50.6K Hold
474
– – 0.03% 136
2024
Q2 		$50.6K Hold
474
– – 0.03% 136
2024
Q1 		$52.4K Hold
474
– – 0.03% 135
2023
Q4 		$51.3K Buy
+474
New +$45.7K 0.04% 137

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 $1.6B AUM 20.7% 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

Criterion Capital Advisors's IJR Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q4 2024 at 474 shares worth $50.6K. The position accounts for 0.03% of the portfolio, ranked #136.

Criterion Capital Advisors first reported a position in IJR in Q4 2023 and has held it in 5 quarters since. The position peaked at $52.4K in Q1 2024. 2,625 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

  • Criterion Capital Advisors held 474 shares of iShares Core S&P Small-Cap ETF worth $50.6K as of Q4 2024.
  • Criterion Capital Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q4 2024.
  • iShares Core S&P Small-Cap ETF made up 0.03% of Criterion Capital Advisors's portfolio in Q4 2024, its #136 holding.
  • Criterion Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's iShares Core S&P Small-Cap ETF position peaked at $52.4K in Q1 2024.
  • 2,625 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.