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SpiderRock Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

SpiderRock Advisors’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 		$761K Buy
6,507
+1,051
+19% +$119K 0.01% 525
2024
Q2 		$582K Buy
5,456
+1,095
+25% +$117K 0.01% 527
2024
Q1 		$461K Buy
+4,361
New +$463K 0.01% 536

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

SpiderRock Advisors's IJR Position: Q3 2024 in Review

SpiderRock Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 19% in Q3 2024, buying an estimated $119K and bringing the position to 6,507 shares worth $761K. The position accounts for 0.01% of the portfolio, ranked #525.

SpiderRock Advisors first reported a position in IJR in Q1 2024 and has held it in 3 quarters since. 2,380 funds tracked by Wall St. Rank hold IJR as of Q3 2024.

  • SpiderRock Advisors held 6,507 shares of iShares Core S&P Small-Cap ETF worth $761K as of Q3 2024.
  • SpiderRock Advisors bought 1,051 iShares Core S&P Small-Cap ETF shares in Q3 2024, an estimated $119K.
  • iShares Core S&P Small-Cap ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #525 holding.
  • SpiderRock Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 3 quarters since.
  • 2,380 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.