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

WR Wealth Planners’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	$389K	Sell	3,374 -561	-14%	-$67K	0.13%	108
2024 Q3	$460K	Sell	3,935 -108	-3%	-$12.2K	0.13%	108
2024 Q2	$431K	Sell	4,043 -237	-6%	-$25.4K	0.13%	102
2024 Q1	$473K	Sell	4,280 -478	-10%	-$50.8K	0.15%	97
2023 Q4	$515K	Sell	4,758 -1,299	-21%	-$125K	0.19%	96
2023 Q3	$571K	Sell	6,057 -7	-0.1%	-$699	0.22%	72
2023 Q2	$604K	Buy	6,064 +2,402	+66%	+$229K	0.23%	68
2023 Q1	$354K	Sell	3,662 -589	-14%	-$58.9K	0.15%	109
2022 Q4	$402K	Sell	4,251 -79	-2%	-$7.58K	0.25%	69
2022 Q3	$378K	Buy	4,330 +9	+0.2%	+$874	0.27%	63
2022 Q2	$399K	Sell	4,321 -895	-17%	-$89K	0.26%	61
2022 Q1	$563K	Buy	+5,216	New	+$563K	0.34%	52

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

WR Wealth Planners's IJR Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q4 2024, selling an estimated $67K and leaving 3,374 shares worth $389K. The position accounts for 0.13% of the portfolio, ranked #108.

WR Wealth Planners first reported a position in IJR in Q1 2022 and has held it in 12 quarters since. The position peaked at $604K in Q2 2023. 2,626 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

WR Wealth Planners held 3,374 shares of iShares Core S&P Small-Cap ETF worth $389K as of Q4 2024.
WR Wealth Planners sold 561 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $67K.
iShares Core S&P Small-Cap ETF made up 0.13% of WR Wealth Planners's portfolio in Q4 2024, its #108 holding.
WR Wealth Planners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's iShares Core S&P Small-Cap ETF position peaked at $604K in Q2 2023.
2,626 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.