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

EPIQ Capital Group’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 		$19.2M Buy
166,392
+175
+0.1% +$20.9K 5% 7
2024
Q3 		$19.4M Buy
166,217
+39,399
+31% +$4.45M 5.59% 6
2024
Q2 		$13.5M Buy
126,818
+57,176
+82% +$6.12M 4.76% 7
2024
Q1 		$7.7M Buy
+69,642
New +$7.39M 3.06% 6

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $786B AUM 40.34% 1-Year Est. Return

EPIQ Capital Group's IJR Position: Q4 2024 in Review

EPIQ Capital Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.11% in Q4 2024, buying an estimated $20.9K and bringing the position to 166,392 shares worth $19.2M. The position accounts for 5% of the portfolio, ranked #7.

EPIQ Capital Group first reported a position in IJR in Q1 2024 and has held it in 4 quarters since. The position peaked at $19.4M in Q3 2024. 2,629 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

  • EPIQ Capital Group held 166,392 shares of iShares Core S&P Small-Cap ETF worth $19.2M as of Q4 2024.
  • EPIQ Capital Group bought 175 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $20.9K.
  • iShares Core S&P Small-Cap ETF made up 5% of EPIQ Capital Group's portfolio in Q4 2024, its #7 holding.
  • EPIQ Capital Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 4 quarters since.
  • EPIQ Capital Group's iShares Core S&P Small-Cap ETF position peaked at $19.4M in Q3 2024.
  • 2,629 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.