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

Perissos Private Wealth Management’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
Q3 		– Sell
-8,650
Closed -$923K – 90
2024
Q2 		$923K Buy
+8,650
New +$925K 0.83% 37

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Perissos Private Wealth Management's IJR Position: Q3 2024 in Review

Perissos Private Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2024, closing a stake of 8,650 shares — an estimated $923K sold.

Perissos Private Wealth Management first reported a position in IJR in Q2 2024 and held it in 1 quarter. The position peaked at $923K in Q2 2024. 2,379 funds tracked by Wall St. Rank hold IJR as of Q3 2024.

  • Perissos Private Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Perissos Private Wealth Management sold 8,650 iShares Core S&P Small-Cap ETF shares in Q3 2024, an estimated $923K.
  • Perissos Private Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and held it in 1 quarter.
  • Perissos Private Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $923K in Q2 2024.
  • 2,379 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2024.

Based on Perissos Private Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.