Sarah T. Connolly’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sarah T. Connolly’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	-11,824	Closed	-$1.12M	–	44
2023 Q3	$1.12M	Hold	11,824	–	–	0.74%	47
2023 Q2	$1.18M	Hold	11,824	–	–	0.71%	51
2023 Q1	$1.14M	Sell	11,824 -68	-0.6%	-$6.8K	0.73%	52
2022 Q4	$1.13M	Sell	11,892 -216	-2%	-$20.7K	0.76%	49
2022 Q3	$1.06M	Sell	12,108 -299	-2%	-$29K	0.77%	48
2022 Q2	$1.15M	Sell	12,407 -35	-0.3%	-$3.48K	0.78%	50
2022 Q1	$1.34M	Sell	12,442 -25	-0.2%	-$2.7K	0.79%	45
2021 Q4	$1.43M	Buy	12,467 +7,451	+149%	+$849K	0.8%	44
2021 Q3	$547K	Sell	5,016 -113	-2%	-$12.4K	0.45%	62
2021 Q2	$579K	Buy	5,129 +466	+10%	+$52K	0.47%	61
2021 Q1	$506K	Sell	4,663 -695	-13%	-$72.7K	0.45%	65
2020 Q4	$492K	Buy	+5,358	New	+$440K	0.45%	63

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

Sarah T. Connolly's IJR Position: Q4 2023 in Review

Sarah T. Connolly sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2023, closing a stake of 11,824 shares — an estimated $1.12M sold.

Sarah T. Connolly first reported a position in IJR in Q4 2020 and held it in 12 quarters. The position peaked at $1.43M in Q4 2021. 2,310 funds tracked by Wall St. Rank hold IJR as of Q4 2023.

Sarah T. Connolly reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
Sarah T. Connolly sold 11,824 iShares Core S&P Small-Cap ETF shares in Q4 2023, an estimated $1.12M.
Sarah T. Connolly first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 12 quarters.
Sarah T. Connolly's iShares Core S&P Small-Cap ETF position peaked at $1.43M 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 Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.