PCS
IJR icon

Personal CFO Solutions’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Personal CFO Solutions’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 		– Sell
-7,027
Closed -$822K – 536
2024
Q3 		$822K Buy
7,027
+105
+2% +$11.9K 0.11% 183
2024
Q2 		$738K Buy
6,922
+245
+4% +$26.2K 0.11% 178
2024
Q1 		$738K Buy
6,677
+816
+14% +$86.6K 0.12% 185
2023
Q4 		$635K Buy
5,861
+1,099
+23% +$106K 0.11% 187
2023
Q3 		$449K Sell
4,762
-840
-15% -$83.9K 0.09% 222
2023
Q2 		$558K Sell
5,602
-1,203
-18% -$115K 0.11% 184
2023
Q1 		$658K Buy
6,805
+490
+8% +$49K 0.14% 146
2022
Q4 		$632K Sell
6,315
-1,378
-18% -$132K 0.13% 153
2022
Q3 		$671K Sell
7,693
-206
-3% -$20K 0.17% 119
2022
Q2 		$730K Sell
7,899
-281
-3% -$27.9K 0.17% 102
2022
Q1 		$882K Sell
8,180
-84
-1% -$9.06K 0.17% 114
2021
Q4 		$946K Sell
8,264
-404
-5% -$46K 0.18% 118
2021
Q3 		$946K Sell
8,668
-379
-4% -$41.7K 0.19% 111
2021
Q2 		$1.02M Buy
9,047
+2,551
+39% +$285K 0.21% 95
2021
Q1 		$705K Sell
6,496
-499
-7% -$52.2K 0.15% 124
2020
Q4 		$643K Sell
6,995
-1,939
-22% -$159K 0.16% 119
2020
Q3 		$1K Sell
8,934
-24
-0.3% -$1.72K 0.33% 84
2020
Q2 		$612K Sell
8,958
-2,740
-23% -$173K 0.18% 109
2020
Q1 		$656K Sell
11,698
-1,029
-8% -$76.6K 0.24% 97
2019
Q4 		$1.07M Buy
12,727
+971
+8% +$78.1K 0.31% 68
2019
Q3 		$912K Buy
+11,756
New +$910K 0.36% 66

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

Personal CFO Solutions's IJR Position: Q4 2024 in Review

Personal CFO Solutions sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2024, closing a stake of 7,027 shares — an estimated $822K sold.

Personal CFO Solutions first reported a position in IJR in Q3 2019 and held it in 21 quarters. The position peaked at $1.07M in Q4 2019. 2,625 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

  • Personal CFO Solutions reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 7,027 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $822K.
  • Personal CFO Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and held it in 21 quarters.
  • Personal CFO Solutions's iShares Core S&P Small-Cap ETF position peaked at $1.07M in Q4 2019.
  • 2,625 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.