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

EARNEST Partners’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	-1,900	Closed	-$206K	–	287
2023 Q4	$206K	Buy	1,900 +1,896	+47,400%	+$183K	﹤0.01%	285
2023 Q3	$0	Buy	4 +3	+300%	+$300	﹤0.01%	1169
2023 Q2	$100	Buy	+1	New	+$95	﹤0.01%	1162
2022 Q3	–	Sell	-174	Closed	–	–	1145
2022 Q2	$0	Buy	+174	New	+$17.3K	﹤0.01%	1167

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EARNEST Partners's IJR Position: Q1 2024 in Review

EARNEST Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2024, closing a stake of 1,900 shares — an estimated $206K sold.

EARNEST Partners first reported a position in IJR in Q2 2022 and held it in 4 quarters. The position peaked at $206K in Q4 2023. 2,332 funds tracked by Wall St. Rank hold IJR as of Q1 2024.

EARNEST Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
EARNEST Partners sold 1,900 iShares Core S&P Small-Cap ETF shares in Q1 2024, an estimated $206K.
EARNEST Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and held it in 4 quarters.
EARNEST Partners's iShares Core S&P Small-Cap ETF position peaked at $206K in Q4 2023.
2,332 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2024.

Based on EARNEST Partners's 13F filing for Q1 2024, filed 15 May 2024.