PR
IJR icon

Payden & Rygel’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Payden & Rygel’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
-49,700
Closed -$5.49M – 130
2024
Q1 		$5.49M Buy
+49,700
New +$5.28M 0.26% 79

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

Payden & Rygel's IJR Position: Q2 2024 in Review

Payden & Rygel sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2024, closing a stake of 49,700 shares — an estimated $5.49M sold.

Payden & Rygel first reported a position in IJR in Q1 2024 and held it in 1 quarter. The position peaked at $5.49M in Q1 2024. 2,305 funds tracked by Wall St. Rank hold IJR as of Q2 2024.

  • Payden & Rygel reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Payden & Rygel sold 49,700 iShares Core S&P Small-Cap ETF shares in Q2 2024, an estimated $5.49M.
  • Payden & Rygel first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Payden & Rygel's iShares Core S&P Small-Cap ETF position peaked at $5.49M in Q1 2024.
  • 2,305 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2024.

Based on Payden & Rygel's 13F filing for Q2 2024, filed 7 Oct 2024.