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

Laidlaw 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 Q1	–	Sell	-2,433	Closed	-$263K	–	203
2023 Q4	$263K	Buy	2,433 +114	+5%	+$11K	0.1%	199
2023 Q3	$219K	Sell	2,319 -1,217	-34%	-$122K	0.07%	247
2023 Q2	$352K	Buy	3,536 +255	+8%	+$24.3K	0.07%	241
2023 Q1	$317K	Sell	3,281 -34	-1%	-$3.4K	0.06%	255
2022 Q4	$314K	Buy	3,315 +11	+0.3%	+$1.05K	0.07%	264
2022 Q3	$288K	Sell	3,304 -6,011	-65%	-$584K	0.07%	243
2022 Q2	$861K	Sell	9,315 -7,442	-44%	-$740K	0.18%	139
2022 Q1	$1.81M	Sell	16,757 -162	-1%	-$17.5K	0.3%	91
2021 Q4	$1.94M	Buy	+16,919	New	+$1.93M	0.31%	87
2021 Q1	–	Sell	-2,953	Closed	-$271K	–	282
2020 Q4	$271K	Buy	+2,953	New	+$243K	0.06%	281

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

Laidlaw Wealth Management's IJR Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2024, closing a stake of 2,433 shares — an estimated $263K sold.

Laidlaw Wealth Management first reported a position in IJR in Q4 2020 and held it in 10 quarters. The position peaked at $1.94M in Q4 2021. 2,325 funds tracked by Wall St. Rank hold IJR as of Q1 2024.

Laidlaw Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 2,433 iShares Core S&P Small-Cap ETF shares in Q1 2024, an estimated $263K.
Laidlaw Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 10 quarters.
Laidlaw Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $1.94M in Q4 2021.
2,325 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.