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

Walden Wealth 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
Q2 		$239K Buy
2,245
+105
+5% +$11.2K 0.13% 74
2024
Q1 		$230K Hold
2,140
– – 0.13% 84
2023
Q4 		$232K Buy
+2,140
New +$206K 0.15% 79

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Walden Wealth Partners's IJR Position: Q2 2024 in Review

Walden Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.9% in Q2 2024, buying an estimated $11.2K and bringing the position to 2,245 shares worth $239K. The position accounts for 0.13% of the portfolio, ranked #74.

Walden Wealth Partners first reported a position in IJR in Q4 2023 and has held it in 3 quarters since. 2,305 funds tracked by Wall St. Rank hold IJR as of Q2 2024.

  • Walden Wealth Partners held 2,245 shares of iShares Core S&P Small-Cap ETF worth $239K as of Q2 2024.
  • Walden Wealth Partners bought 105 iShares Core S&P Small-Cap ETF shares in Q2 2024, an estimated $11.2K.
  • iShares Core S&P Small-Cap ETF made up 0.13% of Walden Wealth Partners's portfolio in Q2 2024, its #74 holding.
  • Walden Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • 2,305 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.