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

Monument Capital 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
Q2 		– Sell
-5,266
Closed -$582K – 188
2024
Q1 		$582K Buy
+5,266
New +$559K 0.17% 108
2023
Q4 		– Sell
-42,836
Closed -$4.04M – 193
2023
Q3 		$4.04M Buy
+42,836
New +$4.28M 1.36% 15
2023
Q2 		– Sell
-197,895
Closed -$19.1M – 170
2023
Q1 		$19.1M Buy
197,895
+48,391
+32% +$4.84M 6.4% 3
2022
Q4 		$14.1M Sell
149,504
-25,422
-15% -$2.44M 4.84% 3
2022
Q3 		$15.3M Buy
174,926
+127,775
+271% +$12.4M 5.72% 3
2022
Q2 		$4.36M Sell
47,151
-120,564
-72% -$12M 1.64% 8
2022
Q1 		$18.1M Buy
167,715
+90,680
+118% +$9.79M 5.87% 5
2021
Q4 		$8.82M Buy
77,035
+56,141
+269% +$6.4M 2.74% 6
2021
Q3 		$2.28M Sell
20,894
-85,436
-80% -$9.41M 0.78% 47
2021
Q2 		$12M Sell
106,330
-4,233
-4% -$472K 4.16% 5
2021
Q1 		$12M Buy
110,563
+56,862
+106% +$5.95M 4.81% 2
2020
Q4 		$4.93M Buy
+53,701
New +$4.41M 2.28% 6
2019
Q3 		– Sell
-4,920
Closed -$386K – 89
2019
Q2 		$386K Buy
4,920
+100
+2% +$7.76K 0.21% 84
2019
Q1 		$372K Buy
4,820
+45
+0.9% +$3.46K 0.21% 83
2018
Q4 		$331K Buy
4,775
+581
+14% +$44.9K 0.21% 82
2018
Q3 		$366K Buy
4,194
+3
+0.1% +$263 0.21% 71
2018
Q2 		$350K Buy
+4,191
New +$342K 0.24% 69

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
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

Monument Capital Management's IJR Position: Q2 2024 in Review

Monument Capital Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2024, closing a stake of 5,266 shares — an estimated $582K sold.

Monument Capital Management first reported a position in IJR in Q2 2018 and held it in 17 quarters. The position peaked at $19.1M in Q1 2023. 2,306 funds tracked by Wall St. Rank hold IJR as of Q2 2024.

  • Monument Capital Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Monument Capital Management sold 5,266 iShares Core S&P Small-Cap ETF shares in Q2 2024, an estimated $582K.
  • Monument Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and held it in 17 quarters.
  • Monument Capital Management's iShares Core S&P Small-Cap ETF position peaked at $19.1M in Q1 2023.
  • 2,306 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2024.

Based on Monument Capital Management's 13F filing for Q2 2024, filed 22 Jul 2024.