Silicon Valley Capital Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Silicon Valley Capital Partners’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 Q1	–	Sell	-319	Closed	-$33.9K	–	298
2023 Q4	$34.5K	Sell	319 -265	-45%	-$25.5K	0.01%	123
2023 Q3	$55.1K	Hold	584	–	–	0.01%	97
2023 Q2	$58.2K	Sell	584 -132	-18%	-$12.6K	0.01%	96
2023 Q1	$69.3K	Buy	716 +136	+23%	+$13.6K	0.01%	92
2022 Q4	$54.9K	Buy	+580	New	+$55.6K	0.01%	97
2021 Q4	–	Sell	-1,923	Closed	-$210K	–	78
2021 Q3	$210K	Buy	1,923 +9	+0.5%	+$991	0.04%	67
2021 Q2	$216K	Buy	+1,914	New	+$213K	0.04%	60

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Silicon Valley Capital Partners's IJR Position: Q1 2024 in Review

Silicon Valley Capital Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2024, closing a stake of 319 shares — an estimated $33.9K sold.

Silicon Valley Capital Partners first reported a position in IJR in Q2 2021 and held it in 7 quarters. The position peaked at $216K in Q2 2021. 2,325 funds tracked by Wall St. Rank hold IJR as of Q1 2024.

Silicon Valley Capital Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Silicon Valley Capital Partners sold 319 iShares Core S&P Small-Cap ETF shares in Q1 2024, an estimated $33.9K.
Silicon Valley Capital Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and held it in 7 quarters.
Silicon Valley Capital Partners's iShares Core S&P Small-Cap ETF position peaked at $216K in Q2 2021.
2,325 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2024.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2024, filed 29 Apr 2024.