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

Pillar Wealth 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 Q3	–	Sell	-14,101	Closed	-$1.5M	–	31
2024 Q2	$1.5M	Sell	14,101 -2,423	-15%	-$259K	1.81%	17
2024 Q1	$1.83M	Sell	16,524 -2,588	-14%	-$275K	1.38%	18
2023 Q4	$2.07M	Buy	19,112 +3,731	+24%	+$360K	1.59%	15
2023 Q3	$1.45M	Buy	15,381 +2,149	+16%	+$215K	1.26%	20
2023 Q2	$1.32M	Buy	13,232 +6,092	+85%	+$580K	1.1%	23
2023 Q1	$690K	Buy	7,140 +1,779	+33%	+$178K	0.69%	31
2022 Q4	$507K	Buy	+5,361	New	+$514K	0.49%	40

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 $424B AUM 22.94% 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

Pillar Wealth Advisors's IJR Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2024, closing a stake of 14,101 shares — an estimated $1.5M sold.

Pillar Wealth Advisors first reported a position in IJR in Q4 2022 and held it in 7 quarters. The position peaked at $2.07M in Q4 2023. 2,380 funds tracked by Wall St. Rank hold IJR as of Q3 2024.

Pillar Wealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 14,101 iShares Core S&P Small-Cap ETF shares in Q3 2024, an estimated $1.5M.
Pillar Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and held it in 7 quarters.
Pillar Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $2.07M in Q4 2023.
2,380 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.