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Institutional & Family Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Institutional & Family Asset 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
Q2 		$66.1K Hold
620
– – 0.01% 213
2024
Q1 		$68.5K Sell
620
-854
-58% -$90.7K 0.01% 216
2023
Q4 		$160K Sell
1,474
-734
-33% -$70.7K 0.03% 153
2023
Q3 		$208K Sell
2,208
-3
-0.1% -$300 0.03% 138
2023
Q2 		$220K Sell
2,211
-2,651
-55% -$252K 0.04% 139
2023
Q1 		$470K Sell
4,862
-42,278
-90% -$4.23M 0.08% 119
2022
Q4 		$4.46M Buy
47,140
+47,127
+362,515% +$4.52M 0.74% 45
2022
Q3 		$1K Hold
13
– – ﹤0.01% 639
2022
Q2 		$1K Sell
13
-3,612
-100% -$359K ﹤0.01% 657
2022
Q1 		$391K Sell
3,625
-1,995
-35% -$215K 0.06% 121
2021
Q4 		$644K Sell
5,620
-3,759
-40% -$428K 0.1% 110
2021
Q3 		$1.02M Sell
9,379
-1,215
-11% -$134K 0.16% 97
2021
Q2 		$1.2M Buy
10,594
+5,504
+108% +$614K 0.2% 88
2021
Q1 		$552K Sell
5,090
-2,809
-36% -$294K 0.11% 117
2020
Q4 		$726K Buy
7,899
+4,998
+172% +$411K 0.15% 104
2020
Q3 		$204K Buy
2,901
+1,488
+105% +$107K 0.05% 167
2020
Q2 		$97K Buy
1,413
+1,163
+465% +$73.4K 0.02% 238
2020
Q1 		$14K Sell
250
-115
-32% -$8.56K ﹤0.01% 411
2019
Q4 		$31K Buy
+365
New +$29.4K 0.01% 376
2018
Q3 		– Sell
-1,074
Closed -$90K – 856
2018
Q2 		$90K Sell
1,074
-416
-28% -$33.9K 0.02% 283
2018
Q1 		$115K Buy
+1,490
New +$116K 0.02% 223

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

Institutional & Family Asset Management's IJR Position: Q2 2024 in Review

Institutional & Family Asset Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2024 at 620 shares worth $66.1K. The position accounts for 0.01% of the portfolio, ranked #213.

Institutional & Family Asset Management first reported a position in IJR in Q1 2018 and has held it in 21 quarters since. The position peaked at $4.46M in Q4 2022. 2,306 funds tracked by Wall St. Rank hold IJR as of Q2 2024.

  • Institutional & Family Asset Management held 620 shares of iShares Core S&P Small-Cap ETF worth $66.1K as of Q2 2024.
  • Institutional & Family Asset Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2024.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #213 holding.
  • Institutional & Family Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and has held it in 21 quarters since.
  • Institutional & Family Asset Management's iShares Core S&P Small-Cap ETF position peaked at $4.46M in Q4 2022.
  • 2,306 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.