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Sequent Planning’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sequent Planning’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
Q3 		– Sell
-5,879
Closed -$622K – 153
2024
Q2 		$622K Sell
5,879
-61
-1% -$6.53K 0.21% 82
2024
Q1 		$656K Buy
+5,940
New +$631K 0.24% 76

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Sequent Planning's IJR Position: Q3 2024 in Review

Sequent Planning sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2024, closing a stake of 5,879 shares — an estimated $622K sold.

Sequent Planning first reported a position in IJR in Q1 2024 and held it in 2 quarters. The position peaked at $656K in Q1 2024. 2,379 funds tracked by Wall St. Rank hold IJR as of Q3 2024.

  • Sequent Planning reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Sequent Planning sold 5,879 iShares Core S&P Small-Cap ETF shares in Q3 2024, an estimated $622K.
  • Sequent Planning first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and held it in 2 quarters.
  • Sequent Planning's iShares Core S&P Small-Cap ETF position peaked at $656K in Q1 2024.
  • 2,379 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2024.

Based on Sequent Planning's 13F filing for Q3 2024, filed 14 Nov 2024.