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

Diversified’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
Q3 		$234K Sell
2,003
-252
-11% -$28.5K 0.03% 208
2024
Q2 		$241K Buy
+2,255
New +$241K 0.03% 200

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Diversified's IJR Position: Q3 2024 in Review

Diversified reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q3 2024, selling an estimated $28.5K and leaving 2,003 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #208.

Diversified first reported a position in IJR in Q2 2024 and has held it in 2 quarters since. The position peaked at $241K in Q2 2024. 2,381 funds tracked by Wall St. Rank hold IJR as of Q3 2024.

  • Diversified held 2,003 shares of iShares Core S&P Small-Cap ETF worth $234K as of Q3 2024.
  • Diversified sold 252 iShares Core S&P Small-Cap ETF shares in Q3 2024, an estimated $28.5K.
  • iShares Core S&P Small-Cap ETF made up 0.03% of Diversified's portfolio in Q3 2024, its #208 holding.
  • Diversified first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 2 quarters since.
  • Diversified's iShares Core S&P Small-Cap ETF position peaked at $241K in Q2 2024.
  • 2,381 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.