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

Progressive Investment 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
2023 Q4	–	Sell	-2,400	Closed	-$226K	–	61
2023 Q3	$226K	Hold	2,400	–	–	0.07%	49
2023 Q2	$239K	Hold	2,400	–	–	0.07%	48
2023 Q1	$232K	Hold	2,400	–	–	0.07%	52
2022 Q4	$227K	Hold	2,400	–	–	0.09%	49
2022 Q3	$209K	Hold	2,400	–	–	0.09%	48
2022 Q2	$222K	Hold	2,400	–	–	0.09%	47
2022 Q1	$259K	Hold	2,400	–	–	0.08%	47
2021 Q4	$275K	Hold	2,400	–	–	0.08%	50
2021 Q3	$262K	Buy	+2,400	New	+$264K	0.08%	49

Other funds holding IJR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Progressive Investment Management's IJR Position: Q4 2023 in Review

Progressive Investment Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2023, closing a stake of 2,400 shares — an estimated $226K sold.

Progressive Investment Management first reported a position in IJR in Q3 2021 and held it in 9 quarters. The position peaked at $275K in Q4 2021. 2,310 funds tracked by Wall St. Rank hold IJR as of Q4 2023.

Progressive Investment Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
Progressive Investment Management sold 2,400 iShares Core S&P Small-Cap ETF shares in Q4 2023, an estimated $226K.
Progressive Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and held it in 9 quarters.
Progressive Investment Management's iShares Core S&P Small-Cap ETF position peaked at $275K in Q4 2021.
2,310 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2023.

Based on Progressive Investment Management's 13F filing for Q4 2023, filed 24 Jan 2024.