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Sterling Group Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sterling Group Wealth 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
2023
Q4 		– Sell
-2,601
Closed -$245K – 54
2023
Q3 		$245K Sell
2,601
-20
-0.8% -$2K 0.23% 45
2023
Q2 		$261K Buy
+2,621
New +$250K 0.23% 44

Other funds holding IJR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sterling Group Wealth Management's IJR Position: Q4 2023 in Review

Sterling Group Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2023, closing a stake of 2,601 shares — an estimated $245K sold.

Sterling Group Wealth Management first reported a position in IJR in Q2 2023 and held it in 2 quarters. The position peaked at $261K in Q2 2023. 2,310 funds tracked by Wall St. Rank hold IJR as of Q4 2023.

  • Sterling Group Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Sterling Group Wealth Management sold 2,601 iShares Core S&P Small-Cap ETF shares in Q4 2023, an estimated $245K.
  • Sterling Group Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and held it in 2 quarters.
  • Sterling Group Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $261K in Q2 2023.
  • 2,310 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2023.

Based on Sterling Group Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.