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

West Financial Advisors’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 Q1	–	Sell	-79	Closed	-$8.55K	–	159
2023 Q4	$8.55K	Sell	79 -21	-21%	-$2.02K	﹤0.01%	128
2023 Q3	$9.43K	Hold	100	–	–	﹤0.01%	130
2023 Q2	$9.96K	Buy	100 +13	+15%	+$1.24K	﹤0.01%	128
2023 Q1	$8.41K	Hold	87	–	–	﹤0.01%	120
2022 Q4	$8.23K	Sell	87 -116	-57%	-$11.1K	﹤0.01%	121
2022 Q3	$18K	Sell	203 -853	-81%	-$82.9K	0.01%	127
2022 Q2	$98K	Hold	1,056	–	–	0.03%	77
2022 Q1	$114K	Hold	1,056	–	–	0.03%	74
2021 Q4	$121K	Sell	1,056 -63	-6%	-$7.18K	0.03%	77
2021 Q3	$122K	Hold	1,119	–	–	0.04%	73
2021 Q2	$126K	Hold	1,119	–	–	0.04%	63
2021 Q1	$121K	Hold	1,119	–	–	0.04%	65
2020 Q4	$103K	Buy	+1,119	New	+$91.9K	0.04%	70

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

West Financial Advisors's IJR Position: Q1 2024 in Review

West Financial Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2024, closing a stake of 79 shares — an estimated $8.55K sold.

West Financial Advisors first reported a position in IJR in Q4 2020 and held it in 13 quarters. The position peaked at $126K in Q2 2021. 2,325 funds tracked by Wall St. Rank hold IJR as of Q1 2024.

West Financial Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
West Financial Advisors sold 79 iShares Core S&P Small-Cap ETF shares in Q1 2024, an estimated $8.55K.
West Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 13 quarters.
West Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $126K in Q2 2021.
2,325 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2024.

Based on West Financial Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.