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

LifePro Asset 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
Q3 		$237K Sell
2,027
-706
-26% -$79.8K 0.15% 129
2024
Q2 		$292K Sell
2,733
-28
-1% -$3K 0.21% 101
2024
Q1 		$305K Sell
2,761
-183
-6% -$19.4K 0.2% 97
2023
Q4 		$319K Sell
2,944
-905
-24% -$87.2K 0.25% 81
2023
Q3 		$363K Buy
+3,849
New +$385K 0.3% 70

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
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

LifePro Asset Management's IJR Position: Q3 2024 in Review

LifePro Asset Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 26% in Q3 2024, selling an estimated $79.8K and leaving 2,027 shares worth $237K. The position accounts for 0.15% of the portfolio, ranked #129.

LifePro Asset Management first reported a position in IJR in Q3 2023 and has held it in 5 quarters since. The position peaked at $363K in Q3 2023. 2,379 funds tracked by Wall St. Rank hold IJR as of Q3 2024.

  • LifePro Asset Management held 2,027 shares of iShares Core S&P Small-Cap ETF worth $237K as of Q3 2024.
  • LifePro Asset Management sold 706 iShares Core S&P Small-Cap ETF shares in Q3 2024, an estimated $79.8K.
  • iShares Core S&P Small-Cap ETF made up 0.15% of LifePro Asset Management's portfolio in Q3 2024, its #129 holding.
  • LifePro Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 5 quarters since.
  • LifePro Asset Management's iShares Core S&P Small-Cap ETF position peaked at $363K in Q3 2023.
  • 2,379 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.