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

Sugarloaf 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
2024
Q4 		$281K Sell
2,438
-163
-6% -$19.5K 0.05% 129
2024
Q3 		$304K Buy
2,601
+6
+0.2% +$678 0.06% 117
2024
Q2 		$277K Sell
2,595
-115
-4% -$12.3K 0.06% 119
2024
Q1 		$300K Buy
2,710
+400
+17% +$42.5K 0.06% 113
2023
Q4 		$250K Buy
2,310
+4
+0.2% +$386 0.06% 116
2023
Q3 		$218K Buy
2,306
+33
+1% +$3.3K 0.06% 117
2023
Q2 		$227K Buy
2,273
+1,182
+108% +$113K 0.05% 118
2023
Q1 		$106K Sell
1,091
-169
-13% -$16.9K 0.03% 196
2022
Q4 		$119K Sell
1,260
-7
-0.6% -$671 0.03% 178
2022
Q3 		$111K Hold
1,267
– – 0.03% 185
2022
Q2 		$117K Buy
1,267
+2
+0.2% +$199 0.03% 172
2022
Q1 		$137K Sell
1,265
-1
-0.1% -$108 0.03% 160
2021
Q4 		$145K Sell
1,266
-385
-23% -$43.9K 0.03% 160
2021
Q3 		$180K Sell
1,651
-396
-19% -$43.6K 0.05% 133
2021
Q2 		$231K Buy
2,047
+590
+40% +$65.8K 0.06% 112
2021
Q1 		$222 Sell
1,457
-589
-29% -$61.7K 0.07% 111
2020
Q4 		$188K Buy
2,046
+1
+0% +$82 0.06% 123
2020
Q3 		$144K Sell
2,045
-99
-5% -$7.09K 0.05% 131
2020
Q2 		$146K Sell
2,144
-186
-8% -$11.7K 0.06% 132
2020
Q1 		$131K Sell
2,330
-6,790
-74% -$506K 0.06% 133
2019
Q4 		$765K Buy
+9,120
New +$734K 0.33% 57

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sugarloaf Wealth Management's IJR Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.3% in Q4 2024, selling an estimated $19.5K and leaving 2,438 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #129.

Sugarloaf Wealth Management first reported a position in IJR in Q4 2019 and has held it in 21 quarters since. The position peaked at $765K in Q4 2019. 2,625 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

  • Sugarloaf Wealth Management held 2,438 shares of iShares Core S&P Small-Cap ETF worth $281K as of Q4 2024.
  • Sugarloaf Wealth Management sold 163 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $19.5K.
  • iShares Core S&P Small-Cap ETF made up 0.05% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #129 holding.
  • Sugarloaf Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $765K in Q4 2019.
  • 2,625 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.