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

Gries Financial’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 Q2	–	Sell	-1,908	Closed	-$211K	–	263
2024 Q1	$211K	Sell	1,908 -331	-15%	-$35.1K	0.04%	261
2023 Q4	$242K	Buy	+2,239	New	+$216K	0.05%	187
2022 Q2	–	Sell	-2,249	Closed	-$243K	–	141
2022 Q1	$243K	Buy	2,249 +474	+27%	+$51.1K	0.09%	142
2021 Q4	$203K	Buy	+1,775	New	+$202K	0.08%	156

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gries Financial's IJR Position: Q2 2024 in Review

Gries Financial sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2024, closing a stake of 1,908 shares — an estimated $211K sold.

Gries Financial first reported a position in IJR in Q4 2021 and held it in 4 quarters. The position peaked at $243K in Q1 2022. 2,305 funds tracked by Wall St. Rank hold IJR as of Q2 2024.

Gries Financial reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
Gries Financial sold 1,908 iShares Core S&P Small-Cap ETF shares in Q2 2024, an estimated $211K.
Gries Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 4 quarters.
Gries Financial's iShares Core S&P Small-Cap ETF position peaked at $243K in Q1 2022.
2,305 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2024.

Based on Gries Financial's 13F filing for Q2 2024, filed 2 Aug 2024.