Knuff & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Knuff & Co’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
2025 Q1	–	Sell	-3,021	Closed	-$348K	–	147
2024 Q4	$348K	Buy	+3,021	New	+$361K	0.11%	87
2023 Q1	–	Sell	-83	Closed	-$7.86K	–	132
2022 Q4	$7.86K	Hold	83	–	–	﹤0.01%	131
2022 Q3	$7K	Hold	83	–	–	﹤0.01%	128
2022 Q2	$8K	Hold	83	–	–	﹤0.01%	129
2022 Q1	$9K	Sell	83 -35	-30%	-$3.78K	﹤0.01%	133
2021 Q4	$14K	Hold	118	–	–	﹤0.01%	139
2021 Q3	$13K	Hold	118	–	–	﹤0.01%	143
2021 Q2	$13K	Hold	118	–	–	﹤0.01%	156
2021 Q1	$13K	Sell	118 -394	-77%	-$41.2K	0.01%	141
2020 Q4	$47K	Sell	512 -86	-14%	-$7.07K	0.02%	124
2020 Q3	$42K	Buy	+598	New	+$42.9K	0.02%	122

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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