Southern Style Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Southern Style Financial’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 Q4	$4M	Buy	+34,735	New	+$4.15M	3.24%	7

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Southern Style Financial's IJR Position: Q4 2024 in Review

Southern Style Financial opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q4 2024: 34,735 shares worth $4M. The stake represents 3.24% of the portfolio and ranks #7 among its holdings.

2,629 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

Southern Style Financial held 34,735 shares of iShares Core S&P Small-Cap ETF worth $4M as of Q4 2024.
iShares Core S&P Small-Cap ETF was a new Southern Style Financial position in Q4 2024.
iShares Core S&P Small-Cap ETF made up 3.24% of Southern Style Financial's portfolio in Q4 2024, its #7 holding.
2,629 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Southern Style Financial's 13F filing for Q4 2024, filed 23 Jan 2025.