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

Shelton Capital 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 Q2	–	Sell	-3,000	Closed	-$332K	–	746
2024 Q1	$332K	Hold	3,000	–	–	0.01%	487
2023 Q4	$325K	Hold	3,000	–	–	0.01%	463
2023 Q3	$283K	Hold	3,000	–	–	0.01%	500
2023 Q2	$299K	Hold	3,000	–	–	0.01%	497
2023 Q1	$290K	Hold	3,000	–	–	0.01%	491
2022 Q4	$284K	Hold	3,000	–	–	0.03%	465
2022 Q3	$262K	Hold	3,000	–	–	0.01%	503
2022 Q2	$277K	Hold	3,000	–	–	0.01%	514
2022 Q1	$324K	Hold	3,000	–	–	0.01%	509
2021 Q4	$344K	Hold	3,000	–	–	0.01%	501
2021 Q3	$328K	Hold	3,000	–	–	0.01%	516
2021 Q2	$339K	Hold	3,000	–	–	0.01%	516
2021 Q1	$326K	Sell	3,000 -2,300	-43%	-$241K	0.01%	525
2020 Q4	$487K	Sell	5,300 -1,300	-20%	-$107K	0.02%	352
2020 Q3	$464K	Hold	6,600	–	–	0.02%	443
2020 Q2	$451K	Hold	6,600	–	–	0.02%	346
2020 Q1	$370K	Sell	6,600 -159	-2%	-$11.8K	0.03%	348
2019 Q4	$567K	Buy	+6,759	New	+$544K	0.03%	317

Other funds holding IJR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Shelton Capital Management's IJR Position: Q2 2024 in Review

Shelton Capital Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2024, closing a stake of 3,000 shares — an estimated $332K sold.

Shelton Capital Management first reported a position in IJR in Q4 2019 and held it in 18 quarters. The position peaked at $567K in Q4 2019. 2,305 funds tracked by Wall St. Rank hold IJR as of Q2 2024.

Shelton Capital Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
Shelton Capital Management sold 3,000 iShares Core S&P Small-Cap ETF shares in Q2 2024, an estimated $332K.
Shelton Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 18 quarters.
Shelton Capital Management's iShares Core S&P Small-Cap ETF position peaked at $567K in Q4 2019.
2,305 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2024.

Based on Shelton Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.