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

Merriman 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
Q4 		$493K Buy
4,275
+465
+12% +$55.6K 0.02% 133
2024
Q3 		$446K Buy
3,810
+228
+6% +$25.8K 0.02% 151
2024
Q2 		$382K Sell
3,582
-48,417
-93% -$5.18M 0.02% 153
2024
Q1 		$5.75M Sell
51,999
-684
-1% -$72.6K 0.26% 47
2023
Q4 		$5.7M Buy
52,683
+49,673
+1,650% +$4.79M 0.28% 46
2023
Q3 		$285K Buy
3,010
+55
+2% +$5.49K 0.01% 151
2023
Q2 		$294K Buy
2,955
+319
+12% +$30.4K 0.01% 176
2023
Q1 		$255K Sell
2,636
-47
-2% -$4.7K 0.01% 174
2022
Q4 		$254K Hold
2,683
– – 0.01% 179
2022
Q3 		$234K Sell
2,683
-129
-5% -$12.5K 0.02% 151
2022
Q2 		$260K Buy
2,812
+12
+0.4% +$1.19K 0.02% 141
2022
Q1 		$302K Sell
2,800
-39
-1% -$4.21K 0.02% 163
2021
Q4 		$325K Sell
2,839
-59,434
-95% -$6.77M 0.02% 169
2021
Q3 		$6.8M Buy
62,273
+59,606
+2,235% +$6.56M 0.57% 32
2021
Q2 		$301K Sell
2,667
-504
-16% -$56.2K 0.03% 182
2021
Q1 		$344K Buy
3,171
+410
+15% +$42.9K 0.04% 148
2020
Q4 		$254K Buy
+2,761
New +$227K 0.03% 184
2020
Q2 		– Sell
-3,815
Closed -$214K – 172
2020
Q1 		$214K Sell
3,815
-61,929
-94% -$4.61M 0.05% 140
2019
Q4 		$5.51M Sell
65,744
-1,120
-2% -$90.1K 1.06% 30
2019
Q3 		$5.21M Buy
66,864
+63,311
+1,782% +$4.9M 1.05% 31
2019
Q2 		$2.79K Sell
3,553
-95
-3% -$7.38K 0.05% 153
2019
Q1 		$281K Buy
3,648
+1
+0% +$77 0.05% 170
2018
Q4 		$258K Buy
3,647
+11
+0.3% +$850 0.06% 136
2018
Q3 		$317K Buy
3,636
+8
+0.2% +$701 0.07% 139
2018
Q2 		$303K Hold
3,628
– – 0.07% 135
2018
Q1 		$279K Buy
+3,628
New +$282K 0.07% 154
2017
Q4 		– Sell
-2,864
Closed -$213K – 177
2017
Q3 		$213K Buy
+2,864
New +$201K 0.05% 148
2016
Q4 		– Sell
-101,044
Closed -$6.27M – 153
2016
Q3 		$6.27M Buy
+101,044
New +$6.17M 1.29% 24

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 $1.88B AUM 29.07% 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

Merriman Wealth Management's IJR Position: Q4 2024 in Review

Merriman Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q4 2024, buying an estimated $55.6K and bringing the position to 4,275 shares worth $493K. The position accounts for 0.02% of the portfolio, ranked #133.

Merriman Wealth Management first reported a position in IJR in Q3 2016 and has held it in 28 quarters since. The position peaked at $6.8M in Q3 2021. 2,626 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

  • Merriman Wealth Management held 4,275 shares of iShares Core S&P Small-Cap ETF worth $493K as of Q4 2024.
  • Merriman Wealth Management bought 465 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $55.6K.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Merriman Wealth Management's portfolio in Q4 2024, its #133 holding.
  • Merriman Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2016 and has held it in 28 quarters since.
  • Merriman Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $6.8M in Q3 2021.
  • 2,626 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.