Hunter Associates Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hunter Associates Investment 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 Q3	–	Sell	-2,465	Closed	-$262K	–	261
2024 Q2	$262K	Sell	2,465 -1,797	-42%	-$192K	0.04%	226
2024 Q1	$471K	Sell	4,262 -100	-2%	-$10.6K	0.08%	181
2023 Q4	$472K	Sell	4,362 -115	-3%	-$11.1K	0.09%	181
2023 Q3	$422K	Buy	4,477 +270	+6%	+$27K	0.09%	184
2023 Q2	$419K	Hold	4,207	–	–	0.08%	183
2023 Q1	$407K	Sell	4,207 -255	-6%	-$25.5K	0.09%	176
2022 Q4	$423K	Hold	4,462	–	–	0.1%	152
2022 Q3	$389K	Buy	4,462 +411	+10%	+$39.9K	0.1%	151
2022 Q2	$374K	Buy	4,051 +522	+15%	+$51.9K	0.09%	154
2022 Q1	$381K	Buy	3,529 +135	+4%	+$14.6K	0.12%	99
2021 Q4	$389K	Buy	3,394 +130	+4%	+$14.8K	0.11%	104
2021 Q3	$356K	Buy	+3,264	New	+$359K	0.11%	107

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Hunter Associates Investment Management's IJR Position: Q3 2024 in Review

Hunter Associates Investment Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2024, closing a stake of 2,465 shares — an estimated $262K sold.

Hunter Associates Investment Management first reported a position in IJR in Q3 2021 and held it in 12 quarters. The position peaked at $472K in Q4 2023. 2,380 funds tracked by Wall St. Rank hold IJR as of Q3 2024.

Hunter Associates Investment Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
Hunter Associates Investment Management sold 2,465 iShares Core S&P Small-Cap ETF shares in Q3 2024, an estimated $262K.
Hunter Associates Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and held it in 12 quarters.
Hunter Associates Investment Management's iShares Core S&P Small-Cap ETF position peaked at $472K in Q4 2023.
2,380 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2024.

Based on Hunter Associates Investment Management's 13F filing for Q3 2024, filed 24 Oct 2024.