Steward Partners Investment Solutions’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Steward Partners Investment Solutions’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	$976K	Buy	+8,829	New	+$937K	0.16%	105

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

RJA

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

Steward Partners Investment Solutions's IJR Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2024: 8,829 shares worth $976K. The stake represents 0.16% of the portfolio and ranks #105 among its holdings.

2,329 funds tracked by Wall St. Rank hold IJR as of Q1 2024.

Steward Partners Investment Solutions held 8,829 shares of iShares Core S&P Small-Cap ETF worth $976K as of Q1 2024.
iShares Core S&P Small-Cap ETF was a new Steward Partners Investment Solutions position in Q1 2024.
iShares Core S&P Small-Cap ETF made up 0.16% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #105 holding.
2,329 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.