Michael Gelband’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Michael Gelband’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
2023 Q4	–	Sell	-9,000	Closed	-$849K	–	1735
2023 Q3	$849K	Buy	+9,000	New	+$899K	0.01%	1019
2022 Q3	–	Sell	-234	Closed	-$22K	–	2083
2022 Q2	$22K	Buy	+234	New	+$23.3K	﹤0.01%	1847
2021 Q3	–	Sell	-553	Closed	-$62K	–	2357
2021 Q2	$62K	Buy	+553	New	+$61.7K	﹤0.01%	2202

Other funds holding IJR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Michael Gelband's IJR Position: Q4 2023 in Review

Michael Gelband sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2023, closing a stake of 9,000 shares — an estimated $849K sold.

Michael Gelband first reported a position in IJR in Q2 2021 and held it in 3 quarters. The position peaked at $849K in Q3 2023. 2,311 funds tracked by Wall St. Rank hold IJR as of Q4 2023.

Michael Gelband reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
Michael Gelband sold 9,000 iShares Core S&P Small-Cap ETF shares in Q4 2023, an estimated $849K.
Michael Gelband first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and held it in 3 quarters.
Michael Gelband's iShares Core S&P Small-Cap ETF position peaked at $849K in Q3 2023.
2,311 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2023.

Based on ExodusPoint Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.