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Mitchell Sinkler & Starr’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Mitchell Sinkler & Starr’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
-2,764
Closed -$299K – 204
2023
Q4 		$299K Buy
+2,764
New +$266K 0.05% 159

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Mitchell Sinkler & Starr's IJR Position: Q1 2024 in Review

Mitchell Sinkler & Starr sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2024, closing a stake of 2,764 shares — an estimated $299K sold.

Mitchell Sinkler & Starr first reported a position in IJR in Q4 2023 and held it in 1 quarter. The position peaked at $299K in Q4 2023. 2,325 funds tracked by Wall St. Rank hold IJR as of Q1 2024.

  • Mitchell Sinkler & Starr reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 2,764 iShares Core S&P Small-Cap ETF shares in Q1 2024, an estimated $299K.
  • Mitchell Sinkler & Starr first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Mitchell Sinkler & Starr's iShares Core S&P Small-Cap ETF position peaked at $299K in Q4 2023.
  • 2,325 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2024.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2024, filed 30 Apr 2024.