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IJR icon

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

HoyleCohen’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 		$1.91M Buy
17,861
+251
+1% +$26.9K 0.14% 113
2024
Q1 		$1.95M Buy
17,610
+462
+3% +$49.1K 0.15% 116
2023
Q4 		$1.86M Buy
17,148
+55
+0.3% +$5.3K 0.15% 117
2023
Q3 		$1.61M Sell
17,093
-628
-4% -$62.7K 0.15% 120
2023
Q2 		$1.77M Buy
+17,721
New +$1.69M 0.16% 115
2023
Q1 		– Sell
-20,710
Closed -$1.96M – 263
2022
Q4 		$1.96M Buy
20,710
+785
+4% +$75.3K 0.2% 108
2022
Q3 		$1.74M Sell
19,925
-69
-0.3% -$6.7K 0.19% 104
2022
Q2 		$1.85M Sell
19,994
-587
-3% -$58.4K 0.19% 106
2022
Q1 		$2.22M Buy
20,581
+967
+5% +$104K 0.19% 106
2021
Q4 		$2.25M Buy
19,614
+1,374
+8% +$157K 0.19% 108
2021
Q3 		$1.99M Sell
18,240
-235
-1% -$25.9K 0.19% 108
2021
Q2 		$2.09K Sell
18,475
-654
-3% -$72.9K 0.16% 109
2021
Q1 		$2.08M Buy
19,129
+5,117
+37% +$536K 0.21% 107
2020
Q4 		$1.29M Buy
14,012
+1
+0% +$82 0.15% 117
2020
Q3 		$984K Sell
14,011
-68
-0.5% -$4.87K 0.14% 105
2020
Q2 		$961K Sell
14,079
-4,545
-24% -$287K 0.16% 101
2020
Q1 		$1.04M Sell
18,624
-1,876
-9% -$140K 0.21% 97
2019
Q4 		$1.72M Sell
20,500
-130
-0.6% -$10.5K 0.27% 80
2019
Q3 		$1.61M Sell
20,630
-201
-1% -$15.6K 0.27% 81
2019
Q2 		$1.63M Sell
20,831
-55
-0.3% -$4.27K 0.28% 77
2019
Q1 		$1.61M Buy
20,886
+2,084
+11% +$160K 0.28% 77
2018
Q4 		$1.3M Buy
18,802
+5,260
+39% +$407K 0.27% 81
2018
Q3 		$1.18M Sell
13,542
-130
-1% -$11.4K 0.22% 85
2018
Q2 		$1.14M Buy
13,672
+102
+0.8% +$8.31K 0.23% 86
2018
Q1 		$1.04M Buy
13,570
+480
+4% +$37.4K 0.21% 91
2017
Q4 		$1M Buy
+13,090
New +$987K 0.2% 90

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HoyleCohen's IJR Position: Q2 2024 in Review

HoyleCohen increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q2 2024, buying an estimated $26.9K and bringing the position to 17,861 shares worth $1.91M. The position accounts for 0.14% of the portfolio, ranked #113.

HoyleCohen first reported a position in IJR in Q4 2017 and has held it in 26 quarters since. The position peaked at $2.25M in Q4 2021. 2,305 funds tracked by Wall St. Rank hold IJR as of Q2 2024.

  • HoyleCohen held 17,861 shares of iShares Core S&P Small-Cap ETF worth $1.91M as of Q2 2024.
  • HoyleCohen bought 251 iShares Core S&P Small-Cap ETF shares in Q2 2024, an estimated $26.9K.
  • iShares Core S&P Small-Cap ETF made up 0.14% of HoyleCohen's portfolio in Q2 2024, its #113 holding.
  • HoyleCohen first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 26 quarters since.
  • HoyleCohen's iShares Core S&P Small-Cap ETF position peaked at $2.25M in Q4 2021.
  • 2,305 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.