Noked Israel’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Noked Israel’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	-5,000	Closed	-$472K	–	36
2023 Q3	$472K	Buy	5,000 +1,500	+43%	+$150K	0.14%	24
2023 Q2	$349K	Buy	+3,500	New	+$333K	0.12%	31

Other funds holding IJR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Noked Israel's IJR Position: Q4 2023 in Review

Noked Israel sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2023, closing a stake of 5,000 shares — an estimated $472K sold.

Noked Israel first reported a position in IJR in Q2 2023 and held it in 2 quarters. The position peaked at $472K in Q3 2023. 2,309 funds tracked by Wall St. Rank hold IJR as of Q4 2023.

Noked Israel reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
Noked Israel sold 5,000 iShares Core S&P Small-Cap ETF shares in Q4 2023, an estimated $472K.
Noked Israel first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and held it in 2 quarters.
Noked Israel's iShares Core S&P Small-Cap ETF position peaked at $472K in Q3 2023.
2,309 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2023.

Based on Noked Israel's 13F filing for Q4 2023, filed 14 Feb 2024.