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

Retirement 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
Q1 		$25.5K Hold
231
– – 0.01% 318
2023
Q4 		$25K Buy
231
+1
+0.4% +$96 0.01% 308
2023
Q3 		$21.7K Sell
230
-196
-46% -$19.6K 0.01% 307
2023
Q2 		$42.4K Sell
426
-1,431
-77% -$136K 0.02% 225
2023
Q1 		$180K Buy
1,857
+6
+0.3% +$600 0.08% 96
2022
Q4 		$175K Buy
1,851
+682
+58% +$65.4K 0.08% 92
2022
Q3 		$102K Sell
1,169
-746
-39% -$72.5K 0.08% 87
2022
Q2 		$177K Sell
1,915
-63
-3% -$6.26K 0.07% 112
2022
Q1 		$213K Sell
1,978
-13
-0.7% -$1.4K 0.08% 110
2021
Q4 		$228K Buy
1,991
+890
+81% +$101K 0.1% 109
2021
Q3 		$120K Sell
1,101
-73
-6% -$8.04K 0.06% 150
2021
Q2 		$133K Buy
1,174
+99
+9% +$11K 0.06% 140
2021
Q1 		$117K Buy
1,075
+67
+7% +$7.01K 0.05% 167
2020
Q4 		$92K Buy
1,008
+16
+2% +$1.31K 0.04% 192
2020
Q3 		$70K Buy
992
+854
+619% +$61.2K 0.04% 213
2020
Q2 		$9K Buy
+138
New +$8.71K 0.01% 395
2019
Q4 		$61K Buy
+723
New +$58.2K 0.04% 211

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
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

Retirement Group's IJR Position: Q1 2024 in Review

Retirement Group held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2024 at 231 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #318.

Retirement Group first reported a position in IJR in Q4 2019 and has held it in 17 quarters since. The position peaked at $228K in Q4 2021. 2,325 funds tracked by Wall St. Rank hold IJR as of Q1 2024.

  • Retirement Group held 231 shares of iShares Core S&P Small-Cap ETF worth $25.5K as of Q1 2024.
  • Retirement Group left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2024.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #318 holding.
  • Retirement Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's iShares Core S&P Small-Cap ETF position peaked at $228K in Q4 2021.
  • 2,325 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.