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Sawyer & Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sawyer & Company’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 		– Sell
-19
Closed -$2K – 188
2024
Q3 		$2K Buy
+19
New +$2.15K ﹤0.01% 184

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

Sawyer & Company's IJR Position: Q4 2024 in Review

Sawyer & Company sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2024, closing a stake of 19 shares — an estimated $2K sold.

Sawyer & Company first reported a position in IJR in Q3 2024 and held it in 1 quarter. The position peaked at $2K in Q3 2024. 2,625 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

  • Sawyer & Company reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Sawyer & Company sold 19 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $2K.
  • Sawyer & Company first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Sawyer & Company's iShares Core S&P Small-Cap ETF position peaked at $2K in Q3 2024.
  • 2,625 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Sawyer & Company's 13F filing for Q4 2024, filed 14 Jan 2025.