Hoese & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hoese & Co’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	-170	Closed	-$18.2K	–	151
2024 Q1	$18.2K	Hold	170	–	–	0.02%	92
2023 Q4	$16.4K	Hold	170	–	–	0.02%	97
2023 Q3	$16K	Sell	170 -136	-44%	-$13.6K	0.02%	101
2023 Q2	$30.5K	Buy	306 +136	+80%	+$12.9K	0.03%	88
2023 Q1	$17.4K	Hold	170	–	–	0.02%	102
2022 Q4	$17K	Hold	170	–	–	0.02%	111
2022 Q3	$15K	Hold	170	–	–	0.02%	116
2022 Q2	$16K	Sell	170 -170	-50%	-$16.9K	0.02%	114
2022 Q1	$37K	Buy	+340	New	+$36.7K	0.04%	93

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

Hoese & Co's IJR Position: Q2 2024 in Review

Hoese & Co sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2024, closing a stake of 170 shares — an estimated $18.2K sold.

Hoese & Co first reported a position in IJR in Q1 2022 and held it in 9 quarters. The position peaked at $37K in Q1 2022. 2,305 funds tracked by Wall St. Rank hold IJR as of Q2 2024.

Hoese & Co reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
Hoese & Co sold 170 iShares Core S&P Small-Cap ETF shares in Q2 2024, an estimated $18.2K.
Hoese & Co first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and held it in 9 quarters.
Hoese & Co's iShares Core S&P Small-Cap ETF position peaked at $37K 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 Hoese & Co's 13F filing for Q2 2024, filed 3 Jul 2024.