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Navellier & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Navellier & Associates’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 		– Sell
-5,910
Closed -$691K – 345
2024
Q3 		$691K Hold
5,910
– – 0.09% 180
2024
Q2 		$630K Hold
5,910
– – 0.07% 210
2024
Q1 		$653K Hold
5,910
– – 0.08% 204
2023
Q4 		$640K Sell
5,910
-10,230
-63% -$986K 0.1% 185
2023
Q3 		$1.52M Buy
+16,140
New +$1.61M 0.26% 102

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 $1.6B AUM 20.7% 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

Navellier & Associates's IJR Position: Q4 2024 in Review

Navellier & Associates sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2024, closing a stake of 5,910 shares — an estimated $691K sold.

Navellier & Associates first reported a position in IJR in Q3 2023 and held it in 5 quarters. The position peaked at $1.52M in Q3 2023. 2,625 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

  • Navellier & Associates reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Navellier & Associates sold 5,910 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $691K.
  • Navellier & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and held it in 5 quarters.
  • Navellier & Associates's iShares Core S&P Small-Cap ETF position peaked at $1.52M in Q3 2023.
  • 2,625 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Navellier & Associates's 13F filing for Q4 2024, filed 3 Feb 2025.