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

Dechtman Wealth 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
2024 Q4	$21.1M	Sell	183,391 -1,674	-0.9%	-$200K	4.08%	8
2024 Q3	$21.6M	Sell	185,065 -2,657	-1%	-$300K	4.43%	8
2024 Q2	$20M	Sell	187,722 -5,629	-3%	-$602K	4.48%	8
2024 Q1	$21.4M	Sell	193,351 -5,181	-3%	-$550K	4.99%	8
2023 Q4	$21.5M	Sell	198,532 -33,244	-14%	-$3.2M	5.65%	7
2023 Q3	$21.9M	Sell	231,776 -6,010	-3%	-$600K	6.48%	7
2023 Q2	$23.7M	Buy	+237,786	New	+$22.6M	7.06%	5

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dechtman Wealth Management's IJR Position: Q4 2024 in Review

Dechtman Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.9% in Q4 2024, selling an estimated $200K and leaving 183,391 shares worth $21.1M. The position accounts for 4.08% of the portfolio, ranked #8.

Dechtman Wealth Management first reported a position in IJR in Q2 2023 and has held it in 7 quarters since. The position peaked at $23.7M in Q2 2023. 2,631 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

Dechtman Wealth Management held 183,391 shares of iShares Core S&P Small-Cap ETF worth $21.1M as of Q4 2024.
Dechtman Wealth Management sold 1,674 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $200K.
iShares Core S&P Small-Cap ETF made up 4.08% of Dechtman Wealth Management's portfolio in Q4 2024, its #8 holding.
Dechtman Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and has held it in 7 quarters since.
Dechtman Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $23.7M in Q2 2023.
2,631 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.