SGC
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Slocum, Gordon & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Slocum, Gordon & Co’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
-9
Closed -$959 – 145
2024
Q2 		$959 Buy
+9
New +$963 ﹤0.01% 144
2024
Q1 		– Sell
-450
Closed -$48.7K – 135
2023
Q4 		$48.7K Buy
+450
New +$43.4K 0.04% 83

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

Slocum, Gordon & Co's IJR Position: Q3 2024 in Review

Slocum, Gordon & Co sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2024, closing a stake of 9 shares — an estimated $959 sold.

Slocum, Gordon & Co first reported a position in IJR in Q4 2023 and held it in 2 quarters. The position peaked at $48.7K in Q4 2023. 2,379 funds tracked by Wall St. Rank hold IJR as of Q3 2024.

  • Slocum, Gordon & Co reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Slocum, Gordon & Co sold 9 iShares Core S&P Small-Cap ETF shares in Q3 2024, an estimated $959.
  • Slocum, Gordon & Co first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and held it in 2 quarters.
  • Slocum, Gordon & Co's iShares Core S&P Small-Cap ETF position peaked at $48.7K in Q4 2023.
  • 2,379 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2024.

Based on Slocum, Gordon & Co's 13F filing for Q3 2024, filed 4 Nov 2024.