David M. Knott Jr’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

David M. Knott Jr’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	-313	Closed	-$34K	–	113
2023 Q4	$34K	Hold	313	–	–	0.01%	82
2023 Q3	$30K	Hold	313	–	–	0.01%	91
2023 Q2	$31K	Hold	313	–	–	0.01%	90
2023 Q1	$30K	Hold	313	–	–	0.01%	91
2022 Q4	$30K	Hold	313	–	–	0.01%	97
2022 Q3	$27K	Sell	313 -197	-39%	-$19.1K	0.01%	116
2022 Q2	$47K	Buy	510 +313	+159%	+$31.1K	0.02%	111
2022 Q1	$21K	Buy	+197	New	+$21.3K	0.01%	124

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

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

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

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

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

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

David M. Knott Jr's IJR Position: Q1 2024 in Review

David M. Knott Jr sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2024, closing a stake of 313 shares — an estimated $34K sold.

David M. Knott Jr first reported a position in IJR in Q1 2022 and held it in 8 quarters. The position peaked at $47K in Q2 2022. 2,325 funds tracked by Wall St. Rank hold IJR as of Q1 2024.

David M. Knott Jr reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
David M. Knott Jr sold 313 iShares Core S&P Small-Cap ETF shares in Q1 2024, an estimated $34K.
David M. Knott Jr first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and held it in 8 quarters.
David M. Knott Jr's iShares Core S&P Small-Cap ETF position peaked at $47K in Q2 2022.
2,325 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2024.

Based on David M. Knott Jr's 13F filing for Q1 2024, filed 14 May 2024.