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

Values Added Financial’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 		– Sell
-1,720
Closed -$201K – 118
2024
Q3 		$201K Buy
+1,720
New +$194K 0.13% 103

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

Values Added Financial's IJR Position: Q4 2024 in Review

Values Added Financial sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2024, closing a stake of 1,720 shares — an estimated $201K sold.

Values Added Financial first reported a position in IJR in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 2,625 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

  • Values Added Financial reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Values Added Financial sold 1,720 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $201K.
  • Values Added Financial first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Values Added Financial's iShares Core S&P Small-Cap ETF position peaked at $201K in Q3 2024.
  • 2,625 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Values Added Financial's 13F filing for Q4 2024, filed 30 Jan 2025.