Oliver Lagore Vanvalin Investment Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$3.67K	Hold	32	–	–	﹤0.01%	542
2024 Q3	$3.69K	Buy	32 +1	+3%	+$113	﹤0.01%	528
2024 Q2	$3.35K	Hold	31	–	–	﹤0.01%	549
2024 Q1	$3.46K	Sell	31 -74	-70%	-$7.86K	﹤0.01%	562
2023 Q4	$11.4K	Sell	105 -4	-4%	-$386	﹤0.01%	393
2023 Q3	$10.3K	Sell	109 -10	-8%	-$999	﹤0.01%	438
2023 Q2	$11.9K	Buy	119 +91	+325%	+$8.66K	﹤0.01%	441
2023 Q1	$2.68K	Sell	28 -1,001	-97%	-$100K	﹤0.01%	564
2022 Q4	$97.4K	Sell	1,029 -1,026	-50%	-$98.4K	0.06%	121
2022 Q3	$179K	Buy	2,055 +2,033	+9,241%	+$197K	0.12%	91
2022 Q2	$2K	Sell	22 -2,996	-99%	-$298K	﹤0.01%	497
2022 Q1	$339K	Buy	+3,018	New	+$326K	0.23%	74

Other funds holding IJR

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's IJR Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q4 2024 at 32 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Oliver Lagore Vanvalin Investment Group first reported a position in IJR in Q1 2022 and has held it in 12 quarters since. The position peaked at $339K in Q1 2022. 2,626 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

Oliver Lagore Vanvalin Investment Group held 32 shares of iShares Core S&P Small-Cap ETF worth $3.67K as of Q4 2024.
Oliver Lagore Vanvalin Investment Group left its iShares Core S&P Small-Cap ETF share count unchanged in Q4 2024.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #542 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 12 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares Core S&P Small-Cap ETF position peaked at $339K in Q1 2022.
2,626 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.