First Personal Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

First Personal Financial Services’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	$63.6K	Hold	544	–	–	0.01%	184
2024 Q2	$58K	Hold	544	–	–	0.01%	186
2024 Q1	$60.1K	Hold	544	–	–	0.01%	180
2023 Q4	$58.9K	Hold	544	–	–	0.01%	193
2023 Q3	$51.3K	Hold	544	–	–	0.01%	196
2023 Q2	$54.2K	Hold	544	–	–	0.01%	203
2023 Q1	$52.6K	Hold	544	–	–	0.01%	202
2022 Q4	$51.5K	Hold	544	–	–	0.01%	207
2022 Q3	$47K	Buy	544 +454	+504%	+$44.1K	0.01%	199
2022 Q2	$8K	Hold	90	–	–	﹤0.01%	293
2022 Q1	$10K	Hold	90	–	–	﹤0.01%	296
2021 Q4	$10K	Hold	90	–	–	﹤0.01%	292
2021 Q3	$10K	Sell	90 -240	-73%	-$26.4K	﹤0.01%	289
2021 Q2	$37K	Buy	330 +240	+267%	+$26.8K	0.01%	218
2021 Q1	$10K	Hold	90	–	–	﹤0.01%	276
2020 Q4	$8K	Hold	90	–	–	﹤0.01%	284
2020 Q3	$6K	Hold	90	–	–	﹤0.01%	267
2020 Q2	$6K	Hold	90	–	–	﹤0.01%	273
2020 Q1	$5K	Sell	90 -238	-73%	-$17.7K	﹤0.01%	264
2019 Q4	$28K	Buy	328 +238	+264%	+$19.1K	0.01%	228
2019 Q3	$7K	Sell	90 -8,800	-99%	-$681K	﹤0.01%	378
2019 Q2	$696K	Buy	8,890 +5,890	+196%	+$457K	0.2%	96
2019 Q1	$231K	Hold	3,000	–	–	0.07%	157
2018 Q4	$208K	Hold	3,000	–	–	0.07%	156
2018 Q3	$262K	Hold	3,000	–	–	0.08%	150
2018 Q2	$250K	Hold	3,000	–	–	0.08%	153
2018 Q1	$231K	Sell	3,000 -3,979	-57%	-$310K	0.05%	196
2017 Q4	$536K	Buy	6,979 +3,979	+133%	+$300K	0.1%	152
2017 Q3	$223K	Hold	3,000	–	–	0.05%	209
2017 Q2	$210K	Buy	3,000 +2,362	+370%	+$164K	0.05%	213
2017 Q1	$44K	Hold	638	–	–	0.01%	422
2016 Q4	$44K	Buy	+638	New	+$41.1K	0.01%	400

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

First Personal Financial Services's IJR Position: Q3 2024 in Review

First Personal Financial Services held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2024 at 544 shares worth $63.6K. The position accounts for 0.01% of the portfolio, ranked #184.

First Personal Financial Services first reported a position in IJR in Q4 2016 and has held it in 32 quarters since. The position peaked at $696K in Q2 2019. 2,379 funds tracked by Wall St. Rank hold IJR as of Q3 2024.

First Personal Financial Services held 544 shares of iShares Core S&P Small-Cap ETF worth $63.6K as of Q3 2024.
First Personal Financial Services left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2024.
iShares Core S&P Small-Cap ETF made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #184 holding.
First Personal Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 32 quarters since.
First Personal Financial Services's iShares Core S&P Small-Cap ETF position peaked at $696K in Q2 2019.
2,379 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.