Peterson Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Peterson Financial 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 Q3	$2.56K	Buy	+22	New	+$2.48K	0.01%	353

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

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

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

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

Peterson Financial Group's IJR Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2024: 22 shares worth $2.56K. The stake represents 0.01% of the portfolio and ranks #353 among its holdings.

2,380 funds tracked by Wall St. Rank hold IJR as of Q3 2024.

Peterson Financial Group held 22 shares of iShares Core S&P Small-Cap ETF worth $2.56K as of Q3 2024.
iShares Core S&P Small-Cap ETF was a new Peterson Financial Group position in Q3 2024.
iShares Core S&P Small-Cap ETF made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #353 holding.
2,380 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.