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TAM
Tucker Asset Management’s
iShares Core S&P Small-Cap ETF
IJR
Stock Holding History
Tucker Asset 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
2025
Q4
$135K
Hold
1,122
–
–
0.04%
154
2025
Q3
$133K
Sell
1,122
-81
-7%
-$9.32K
0.04%
138
2025
Q2
$131K
Sell
1,203
-1,944
-62%
-$201K
0.04%
127
2025
Q1
$329K
Buy
3,147
+128
+4%
+$14.4K
0.11%
49
2024
Q4
$348K
Buy
3,019
+765
+34%
+$91.4K
0.04%
82
2024
Q3
$264K
Buy
2,254
+1,308
+138%
+$148K
0.06%
114
2024
Q2
$101K
Buy
946
+161
+21%
+$17.2K
0.02%
261
2024
Q1
$86.8K
Buy
785
+700
+824%
+$74.3K
0.02%
314
2023
Q4
$9.2K
Buy
85
+1
+1%
+$96
﹤0.01%
713
2023
Q3
$7.92K
Sell
84
-60
-42%
-$5.99K
﹤0.01%
713
2023
Q2
$14.3K
Sell
144
-19
-12%
-$1.81K
﹤0.01%
451
2023
Q1
$15.8K
Buy
163
+42
+35%
+$4.2K
﹤0.01%
465
2022
Q4
$11.5K
Sell
121
-1,382
-92%
-$133K
﹤0.01%
318
2022
Q3
$147K
Buy
1,503
+1,460
+3,395%
+$142K
0.05%
56
2022
Q2
$3.97K
Sell
43
-198
-82%
-$19.7K
﹤0.01%
369
2022
Q1
$26K
Buy
241
+200
+488%
+$21.6K
0.01%
130
2021
Q4
$4.7K
Hold
41
–
–
﹤0.01%
315
2021
Q3
$4.63K
Hold
41
–
–
﹤0.01%
257
2021
Q2
$4.63K
Hold
41
–
–
﹤0.01%
242
2021
Q1
$4.45K
Buy
41
+21
+105%
+$2.2K
﹤0.01%
235
2020
Q4
$1.84K
Buy
+20
New
+$1.64K
﹤0.01%
276
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$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
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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