Twin Tree Management
IJR icon

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

Twin Tree 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
Q1 		– Sell
-96,800
Closed -$11.2M – 1719
2024
Q4 		$11.2M Sell
96,800
-56,600
-37% -$6.76M 0.02% 654
2024
Q3 		$17.9M Buy
153,400
+152,400
+15,240% +$17.2M 0.04% 454
2024
Q2 		$107K Buy
+1,000
New +$107K ﹤0.01% 1176
2021
Q1 		– Sell
-181,700
Closed -$16.7M – 1455
2020
Q4 		$16.7M Hold
181,700
– – 0.07% 319
2020
Q3 		$12.8M Buy
+181,700
New +$13M 0.05% 381

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Twin Tree Management's IJR Position: Q4 2022 in Review

Twin Tree Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2022, closing a stake of 99,467 shares — an estimated $8.67M sold.

Twin Tree Management first reported a position in IJR in Q3 2022 and held it in 1 quarter. The position peaked at $8.67M in Q3 2022. 2,131 funds tracked by Wall St. Rank hold IJR as of Q4 2022.

  • Twin Tree Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Twin Tree Management sold 99,467 iShares Core S&P Small-Cap ETF shares in Q4 2022, an estimated $8.67M.
  • Twin Tree Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and held it in 1 quarter.
  • Twin Tree Management's iShares Core S&P Small-Cap ETF position peaked at $8.67M in Q3 2022.
  • 2,131 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2022.

Based on Twin Tree Management's 13F filing for Q4 2022, filed 13 Feb 2023.