LeRoy C. Kopp’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

LeRoy C. Kopp’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	$18K	Buy	+164	New	+$17.4K	0.01%	21

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

LeRoy C. Kopp's IJR Position: Q1 2024 in Review

LeRoy C. Kopp opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2024: 164 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #21 among its holdings.

2,325 funds tracked by Wall St. Rank hold IJR as of Q1 2024.

LeRoy C. Kopp held 164 shares of iShares Core S&P Small-Cap ETF worth $18K as of Q1 2024.
iShares Core S&P Small-Cap ETF was a new LeRoy C. Kopp position in Q1 2024.
iShares Core S&P Small-Cap ETF made up 0.01% of LeRoy C. Kopp's portfolio in Q1 2024, its #21 holding.
2,325 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2024.

Based on LeRoy C. Kopp's 13F filing for Q1 2024, filed 3 Jun 2024.