Stordahl Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Stordahl Capital 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
2024 Q1	–	Sell	-2,541	Closed	-$275K	–	60
2023 Q4	$275K	Hold	2,541	–	–	0.07%	46
2023 Q3	$240K	Sell	2,541 -10	-0.4%	-$999	0.07%	46
2023 Q2	$254K	Hold	2,551	–	–	0.07%	45
2023 Q1	$247K	Hold	2,551	–	–	0.08%	46
2022 Q4	$241K	Hold	2,551	–	–	0.08%	45
2022 Q3	$222K	Sell	2,551 -38	-1%	-$3.69K	0.08%	45
2022 Q2	$239K	Buy	2,589 +38	+1%	+$3.78K	0.09%	45
2022 Q1	$275K	Hold	2,551	–	–	0.1%	44
2021 Q4	$292K	Sell	2,551 -130	-5%	-$14.8K	0.11%	39
2021 Q3	$293K	Hold	2,681	–	–	0.12%	39
2021 Q2	$303K	Hold	2,681	–	–	0.12%	37
2021 Q1	$291K	Hold	2,681	–	–	0.12%	37
2020 Q4	$246K	Buy	+2,681	New	+$220K	0.11%	41
2020 Q1	–	Sell	-2,681	Closed	-$225K	–	41
2019 Q4	$225K	Hold	2,681	–	–	0.09%	43
2019 Q3	$209K	Hold	2,681	–	–	0.08%	42
2019 Q2	$209K	Hold	2,681	–	–	0.08%	47
2019 Q1	$213K	Buy	+2,681	New	+$206K	0.09%	48
2018 Q4	–	Sell	-2,607	Closed	-$206K	–	45
2018 Q3	$206K	Hold	2,607	–	–	0.09%	42
2018 Q2	$218K	Hold	2,607	–	–	0.1%	42
2018 Q1	$201K	Hold	2,607	–	–	0.1%	42
2017 Q4	$200K	Buy	+2,607	New	+$197K	0.1%	42

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Stordahl Capital Management's IJR Position: Q1 2024 in Review

Stordahl Capital Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2024, closing a stake of 2,541 shares — an estimated $275K sold.

Stordahl Capital Management first reported a position in IJR in Q4 2017 and held it in 21 quarters. The position peaked at $303K in Q2 2021. 2,325 funds tracked by Wall St. Rank hold IJR as of Q1 2024.

Stordahl Capital Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Stordahl Capital Management sold 2,541 iShares Core S&P Small-Cap ETF shares in Q1 2024, an estimated $275K.
Stordahl Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and held it in 21 quarters.
Stordahl Capital Management's iShares Core S&P Small-Cap ETF position peaked at $303K in Q2 2021.
2,325 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2024.

Based on Stordahl Capital Management's 13F filing for Q1 2024, filed 18 Apr 2024.