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Shelter Mutual Insurance’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Shelter Mutual Insurance’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
-2,960
Closed -$316K – 58
2024
Q2 		$316K Hold
2,960
– – 0.08% 58
2024
Q1 		$327K Hold
2,960
– – 0.08% 58
2023
Q4 		$320K Hold
2,960
– – 0.09% 58
2023
Q3 		$279K Hold
2,960
– – 0.08% 60
2023
Q2 		$295K Buy
+2,960
New +$282K 0.07% 67

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Shelter Mutual Insurance's IJR Position: Q3 2024 in Review

Shelter Mutual Insurance sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2024, closing a stake of 2,960 shares — an estimated $316K sold.

Shelter Mutual Insurance first reported a position in IJR in Q2 2023 and held it in 5 quarters. The position peaked at $327K in Q1 2024. 2,381 funds tracked by Wall St. Rank hold IJR as of Q3 2024.

  • Shelter Mutual Insurance reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Shelter Mutual Insurance sold 2,960 iShares Core S&P Small-Cap ETF shares in Q3 2024, an estimated $316K.
  • Shelter Mutual Insurance first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and held it in 5 quarters.
  • Shelter Mutual Insurance's iShares Core S&P Small-Cap ETF position peaked at $327K in Q1 2024.
  • 2,381 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2024.

Based on Shelter Mutual Insurance's 13F filing for Q3 2024, filed 8 Nov 2024.