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

Executive 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 		$21.4M Buy
185,652
+16
+0% +$1.91K 1.67% 13
2024
Q3 		$21.7M Buy
+185,636
New +$21M 1.7% 13
2024
Q2 		– Sell
-180,250
Closed -$19.7M – 183
2024
Q1 		$19.7M Sell
180,250
-10,572
-6% -$1.12M 1.73% 14
2023
Q4 		$20.7M Buy
190,822
+8,127
+4% +$783K 1.94% 10
2023
Q3 		$17.2M Buy
182,695
+6,129
+3% +$612K 1.78% 13
2023
Q2 		$17.6M Buy
176,566
+5,151
+3% +$490K 1.82% 13
2023
Q1 		$16.6M Sell
171,415
-9,580
-5% -$958K 1.84% 12
2022
Q4 		$17.1M Buy
180,995
+160,623
+788% +$15.4M 2.1% 12
2022
Q3 		$20.4K Sell
20,372
-101,919
-83% -$9.9M 2.84% 9
2022
Q2 		$11.3M Sell
122,291
-29,236
-19% -$2.91M 1.52% 17
2022
Q1 		$16.3M Sell
151,527
-4,343
-3% -$469K 1.77% 14
2021
Q4 		$17.8M Buy
155,870
+3,829
+3% +$436K 1.78% 14
2021
Q3 		$16.6M Buy
152,041
+5,473
+4% +$603K 1.83% 12
2021
Q2 		$16.6M Sell
146,568
-5,995
-4% -$669K 1.82% 12
2021
Q1 		$16.6M Sell
152,563
-56,282
-27% -$5.89M 1.94% 14
2020
Q4 		$19.2M Sell
208,845
-9,014
-4% -$741K 2.36% 9
2020
Q3 		$15.3M Buy
217,859
+14,721
+7% +$1.06M 2.12% 14
2020
Q2 		$13.9M Buy
203,138
+191,518
+1,648% +$12.1M 2.08% 12
2020
Q1 		$652K Sell
11,620
-388,701
-97% -$28.9M 0.12% 91
2019
Q4 		$33.6M Buy
400,321
+373,831
+1,411% +$30.1M 4.59% 5
2019
Q3 		$2.06M Sell
26,490
-3,606
-12% -$279K 0.31% 58
2019
Q2 		$2.36M Sell
30,096
-139,720
-82% -$10.8M 0.33% 65
2019
Q1 		$13.1M Buy
169,816
+12,683
+8% +$974K 2.34% 8
2018
Q4 		$10.9M Buy
+157,133
New +$12.1M 1.92% 11

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Executive Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.01% in Q4 2024, buying an estimated $1.91K and bringing the position to 185,652 shares worth $21.4M. The position accounts for 1.67% of the portfolio, ranked #13.

Executive Wealth Management first reported a position in IJR in Q4 2018 and has held it in 24 quarters since. The position peaked at $33.6M in Q4 2019. 2,625 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

  • Executive Wealth Management held 185,652 shares of iShares Core S&P Small-Cap ETF worth $21.4M as of Q4 2024.
  • Executive Wealth Management bought 16 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $1.91K.
  • iShares Core S&P Small-Cap ETF made up 1.67% of Executive Wealth Management's portfolio in Q4 2024, its #13 holding.
  • Executive Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 24 quarters since.
  • Executive Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $33.6M in Q4 2019.
  • 2,625 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

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