Voloridge Investment Management
IJR icon

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

Voloridge Investment 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
2022
Q1 		– Sell
-8,310
Closed -$952K – 1532
2021
Q4 		$952K Buy
+8,310
New +$947K 0.01% 1279
2019
Q2 		– Sell
-34,875
Closed -$2.69M – 898
2019
Q1 		$2.69M Buy
+34,875
New +$2.68M 0.08% 239

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Voloridge Investment Management's IJR Position: Q1 2022 in Review

Voloridge Investment Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2022, closing a stake of 8,310 shares — an estimated $952K sold.

Voloridge Investment Management first reported a position in IJR in Q1 2019 and held it in 2 quarters. The position peaked at $2.69M in Q1 2019. 2,059 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

  • Voloridge Investment Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Voloridge Investment Management sold 8,310 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $952K.
  • Voloridge Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and held it in 2 quarters.
  • Voloridge Investment Management's iShares Core S&P Small-Cap ETF position peaked at $2.69M in Q1 2019.
  • 2,059 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on Voloridge Investment Management's 13F filing for Q1 2022, filed 16 May 2022.