Petredis Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Petredis Investment Advisors’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	-2,043	Closed	-$239K	–	102
2024 Q3	$239K	Buy	2,043 +23	+1%	+$2.6K	0.03%	103
2024 Q2	$215K	Hold	2,020	–	–	0.02%	102
2024 Q1	$223K	Hold	2,020	–	–	0.03%	100
2023 Q4	$219K	Buy	+2,020	New	+$195K	0.03%	97
2023 Q3	–	Sell	-2,020	Closed	-$201K	–	95
2023 Q2	$201K	Sell	2,020 -604	-23%	-$57.5K	0.03%	97
2023 Q1	$254K	Hold	2,624	–	–	0.04%	93
2022 Q4	$248K	Buy	+2,624	New	+$252K	0.05%	92

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Petredis Investment Advisors's IJR Position: Q4 2024 in Review

Petredis Investment Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2024, closing a stake of 2,043 shares — an estimated $239K sold.

Petredis Investment Advisors first reported a position in IJR in Q4 2022 and held it in 7 quarters. The position peaked at $254K in Q1 2023. 2,625 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

Petredis Investment Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
Petredis Investment Advisors sold 2,043 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $239K.
Petredis Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and held it in 7 quarters.
Petredis Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $254K in Q1 2023.
2,625 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Petredis Investment Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.