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

Sanctuary Wealth 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
2024
Q4 		$68.3K Buy
593
+120
+25% +$14.3K 0.05% 76
2024
Q3 		$55.3K Hold
473
– – 0.04% 93
2024
Q2 		$50.5K Buy
473
+46
+11% +$4.92K 0.04% 86
2024
Q1 		$47.2K Hold
427
– – 0.04% 93
2023
Q4 		$46.2K Buy
+427
New +$41.2K 0.04% 89

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sanctuary Wealth Management's IJR Position: Q4 2024 in Review

Sanctuary Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 25% in Q4 2024, buying an estimated $14.3K and bringing the position to 593 shares worth $68.3K. The position accounts for 0.05% of the portfolio, ranked #76.

Sanctuary Wealth Management first reported a position in IJR in Q4 2023 and has held it in 5 quarters since. 2,625 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

  • Sanctuary Wealth Management held 593 shares of iShares Core S&P Small-Cap ETF worth $68.3K as of Q4 2024.
  • Sanctuary Wealth Management bought 120 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $14.3K.
  • iShares Core S&P Small-Cap ETF made up 0.05% of Sanctuary Wealth Management's portfolio in Q4 2024, its #76 holding.
  • Sanctuary Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • 2,625 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.