Janiczek Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Janiczek Wealth 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	$36.1K	Buy	338 +23	+7%	+$2.46K	0.01%	456
2024 Q1	$34.8K	Hold	315	–	–	0.01%	473
2023 Q4	$34.1K	Buy	315 +66	+27%	+$6.36K	0.01%	459
2023 Q3	$23.6K	Hold	249	–	–	0.01%	501
2023 Q2	$24.8K	Hold	249	–	–	0.01%	433
2023 Q1	$23.7K	Hold	249	–	–	0.01%	422
2022 Q4	$25.1K	Sell	249 -40	-14%	-$3.84K	0.01%	419
2022 Q3	$26K	Sell	289 -117	-29%	-$11.4K	0.01%	410
2022 Q2	$41K	Hold	406	–	–	0.01%	339
2022 Q1	$44K	Sell	406 -85	-17%	-$9.17K	0.01%	322
2021 Q4	$56K	Buy	491 +334	+213%	+$38.1K	0.02%	291
2021 Q3	$17K	Buy	+157	New	+$17.3K	0.01%	484
2020 Q1	–	Sell	-78	Closed	-$7K	–	157
2019 Q4	$7K	Hold	78	–	–	﹤0.01%	124
2019 Q3	$6K	Sell	78 -1,497	-95%	-$116K	﹤0.01%	122
2019 Q2	$123K	Hold	1,575	–	–	0.06%	49
2019 Q1	$122K	Buy	1,575 +176	+13%	+$13.5K	0.06%	53
2018 Q4	$97K	Buy	1,399 +20	+1%	+$1.55K	0.05%	61
2018 Q3	$120K	Hold	1,379	–	–	0.06%	49
2018 Q2	$115K	Buy	+1,379	New	+$112K	0.06%	47

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

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

Janiczek Wealth Management's IJR Position: Q2 2024 in Review

Janiczek Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.3% in Q2 2024, buying an estimated $2.46K and bringing the position to 338 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #456.

Janiczek Wealth Management first reported a position in IJR in Q2 2018 and has held it in 19 quarters since. The position peaked at $123K in Q2 2019. 2,305 funds tracked by Wall St. Rank hold IJR as of Q2 2024.

Janiczek Wealth Management held 338 shares of iShares Core S&P Small-Cap ETF worth $36.1K as of Q2 2024.
Janiczek Wealth Management bought 23 iShares Core S&P Small-Cap ETF shares in Q2 2024, an estimated $2.46K.
iShares Core S&P Small-Cap ETF made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #456 holding.
Janiczek Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 19 quarters since.
Janiczek Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $123K in Q2 2019.
2,305 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.