Hutchens & Kramer Investment Management Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hutchens & Kramer Investment Management Group’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 Q1	–	Sell	-2,012	Closed	-$218K	–	153
2023 Q4	$218K	Buy	+2,012	New	+$194K	0.15%	113
2022 Q2	–	Sell	-1,956	Closed	-$213K	–	118
2022 Q1	$213K	Hold	1,956	–	–	0.12%	118
2021 Q4	$214K	Buy	+1,956	New	+$223K	0.14%	111

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

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

RJA

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

Hutchens & Kramer Investment Management Group's IJR Position: Q1 2024 in Review

Hutchens & Kramer Investment Management Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2024, closing a stake of 2,012 shares — an estimated $218K sold.

Hutchens & Kramer Investment Management Group first reported a position in IJR in Q4 2021 and held it in 3 quarters. The position peaked at $218K in Q4 2023. 2,326 funds tracked by Wall St. Rank hold IJR as of Q1 2024.

Hutchens & Kramer Investment Management Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Hutchens & Kramer Investment Management Group sold 2,012 iShares Core S&P Small-Cap ETF shares in Q1 2024, an estimated $218K.
Hutchens & Kramer Investment Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 3 quarters.
Hutchens & Kramer Investment Management Group's iShares Core S&P Small-Cap ETF position peaked at $218K in Q4 2023.
2,326 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2024.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q1 2024, filed 29 Apr 2024.