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Peninsula Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Peninsula Wealth’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 		$1.49M Sell
12,896
-337
-3% -$40.3K 0.25% 39
2024
Q3 		$1.57M Buy
13,233
+1
+0% +$113 0.27% 36
2024
Q2 		$1.47M Buy
13,232
+295
+2% +$31.6K 0.28% 38
2024
Q1 		$1.43M Sell
12,937
-388
-3% -$41.2K 0.29% 35
2023
Q4 		$1.44M Buy
13,325
+2
+0% +$193 0.3% 36
2023
Q3 		$1.18M Buy
13,323
+141
+1% +$14.1K 0.28% 34
2023
Q2 		$1.31M Buy
13,182
+34
+0.3% +$3.24K 0.34% 31
2023
Q1 		$1.27M Buy
13,148
+50
+0.4% +$5K 0.37% 30
2022
Q4 		$1.24M Buy
13,098
+426
+3% +$40.9K 0.39% 29
2022
Q3 		$1.1M Sell
12,672
-177
-1% -$17.2K 0.39% 28
2022
Q2 		$1.19M Buy
12,849
+29
+0.2% +$2.88K 0.4% 24
2022
Q1 		$1.38M Buy
12,820
+14
+0.1% +$1.51K 0.39% 24
2021
Q4 		$1.47M Buy
12,806
+112
+0.9% +$12.8K 0.39% 25
2021
Q3 		$1.39M Buy
12,694
+40
+0.3% +$4.4K 0.44% 18
2021
Q2 		$1.43M Sell
12,654
-86
-0.7% -$9.59K 0.47% 17
2021
Q1 		$1.38M Buy
12,740
+22
+0.2% +$2.3K 0.5% 17
2020
Q4 		$1.17M Buy
12,718
+5,208
+69% +$428K 0.44% 17
2020
Q3 		$527K Buy
7,510
+27
+0.4% +$1.94K 0.23% 30
2020
Q2 		$511K Buy
+7,483
New +$472K 0.24% 25

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

Peninsula Wealth's IJR Position: Q4 2024 in Review

Peninsula Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.5% in Q4 2024, selling an estimated $40.3K and leaving 12,896 shares worth $1.49M. The position accounts for 0.25% of the portfolio, ranked #39.

Peninsula Wealth first reported a position in IJR in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.57M in Q3 2024. 2,625 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

  • Peninsula Wealth held 12,896 shares of iShares Core S&P Small-Cap ETF worth $1.49M as of Q4 2024.
  • Peninsula Wealth sold 337 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $40.3K.
  • iShares Core S&P Small-Cap ETF made up 0.25% of Peninsula Wealth's portfolio in Q4 2024, its #39 holding.
  • Peninsula Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 19 quarters since.
  • Peninsula Wealth's iShares Core S&P Small-Cap ETF position peaked at $1.57M in Q3 2024.
  • 2,625 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.