Sweet Financial Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sweet Financial Partners’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	$1.74M	Buy	14,840 +138	+0.9%	+$15.6K	0.38%	59
2024 Q2	$1.57M	Hold	14,702	–	–	0.36%	60
2024 Q1	$1.62M	Sell	14,702 -135	-0.9%	-$14.3K	0.38%	59
2023 Q4	$1.61M	Buy	14,837 +195	+1%	+$18.8K	0.38%	56
2023 Q3	$1.38M	Sell	14,642 -400	-3%	-$40K	0.37%	60
2023 Q2	$1.5M	Sell	15,042 -12,513	-45%	-$1.19M	0.39%	58
2023 Q1	$2.66M	Buy	27,555 +4,403	+19%	+$440K	0.74%	20
2022 Q4	$2.19M	Buy	23,152 +8,110	+54%	+$778K	0.64%	26
2022 Q3	$1.31M	Buy	15,042 +5,275	+54%	+$512K	0.42%	32
2022 Q2	$903K	Hold	9,767	–	–	0.28%	52
2022 Q1	$1.05M	Buy	9,767 +113	+1%	+$12.2K	0.28%	43
2021 Q4	$1.1M	Buy	+9,654	New	+$1.1M	0.46%	31

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Sweet Financial Partners's IJR Position: Q3 2024 in Review

Sweet Financial Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.94% in Q3 2024, buying an estimated $15.6K and bringing the position to 14,840 shares worth $1.74M. The position accounts for 0.38% of the portfolio, ranked #59.

Sweet Financial Partners first reported a position in IJR in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.66M in Q1 2023. 2,383 funds tracked by Wall St. Rank hold IJR as of Q3 2024.

Sweet Financial Partners held 14,840 shares of iShares Core S&P Small-Cap ETF worth $1.74M as of Q3 2024.
Sweet Financial Partners bought 138 iShares Core S&P Small-Cap ETF shares in Q3 2024, an estimated $15.6K.
iShares Core S&P Small-Cap ETF made up 0.38% of Sweet Financial Partners's portfolio in Q3 2024, its #59 holding.
Sweet Financial Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's iShares Core S&P Small-Cap ETF position peaked at $2.66M in Q1 2023.
2,383 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.