GJWM
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Gilliland Jeter Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Gilliland Jeter 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 		– Sell
-120
Closed -$14K – 396
2024
Q3 		$14K Hold
120
– – ﹤0.01% 426
2024
Q2 		$12.8K Hold
120
– – ﹤0.01% 425
2024
Q1 		$13.3K Buy
+120
New +$12.7K ﹤0.01% 411

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

Gilliland Jeter Wealth Management's IJR Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2024, closing a stake of 120 shares — an estimated $14K sold.

Gilliland Jeter Wealth Management first reported a position in IJR in Q1 2024 and held it in 3 quarters. The position peaked at $14K in Q3 2024. 2,625 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 120 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $14K.
  • Gilliland Jeter Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $14K in Q3 2024.
  • 2,625 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.