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Kiely Wealth Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kiely Wealth Advisory 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
Q4 		$190K Hold
1,618
– – 0.12% 63
2024
Q3 		$201K Hold
1,618
– – 0.13% 59
2024
Q2 		$178K Buy
1,618
+713
+79% +$76.3K 0.1% 49
2024
Q1 		$96.2K Hold
905
– – 0.05% 74
2023
Q4 		$96.3K Buy
+905
New +$87.2K 0.06% 73

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kiely Wealth Advisory Group's IJR Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q4 2024 at 1,618 shares worth $190K. The position accounts for 0.12% of the portfolio, ranked #63.

Kiely Wealth Advisory Group first reported a position in IJR in Q4 2023 and has held it in 5 quarters since. The position peaked at $201K in Q3 2024. 2,625 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,618 shares of iShares Core S&P Small-Cap ETF worth $190K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares Core S&P Small-Cap ETF share count unchanged in Q4 2024.
  • iShares Core S&P Small-Cap ETF made up 0.12% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #63 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's iShares Core S&P Small-Cap ETF position peaked at $201K in Q3 2024.
  • 2,625 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.