Householder Group Estate & Retirement Specialist’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Householder Group Estate & Retirement Specialist’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	$139K	Sell	1,215 -2,414	-67%	-$288K	0.1%	127
2024 Q3	$424K	Sell	3,629 -35	-1%	-$3.95K	0.12%	155
2024 Q2	$390K	Sell	3,664 -143	-4%	-$15.3K	0.11%	156
2024 Q1	$421K	Buy	3,807 +9	+0.2%	+$956	0.13%	155
2023 Q4	$411K	Sell	3,798 -212	-5%	-$20.4K	0.14%	142
2023 Q3	$378K	Buy	+4,010	New	+$401K	0.14%	141
2023 Q1	$400K	Buy	+4,135	New	+$413K	0.15%	128
2022 Q4	–	Sell	-3,139	Closed	-$273K	–	688
2022 Q3	$273K	Buy	3,139 +492	+19%	+$47.8K	0.11%	162
2022 Q2	$245K	Buy	2,647 +124	+5%	+$12.3K	0.11%	173
2022 Q1	$272K	Sell	2,523 -127	-5%	-$13.7K	0.11%	172
2021 Q4	$303K	Buy	+2,650	New	+$302K	0.11%	167

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IJR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 67% in Q4 2024, selling an estimated $288K and leaving 1,215 shares worth $139K. The position accounts for 0.1% of the portfolio, ranked #127.

Householder Group Estate & Retirement Specialist first reported a position in IJR in Q4 2021 and has held it in 11 quarters since. The position peaked at $424K in Q3 2024. 2,627 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,215 shares of iShares Core S&P Small-Cap ETF worth $139K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 2,414 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $288K.
iShares Core S&P Small-Cap ETF made up 0.1% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #127 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's iShares Core S&P Small-Cap ETF position peaked at $424K in Q3 2024.
2,627 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.