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

Zega 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 Q3	$681K	Buy	+5,819	New	+$657K	0.1%	63

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Bank of New York Mellon New York $544B AUM 28.31% 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

Zega Financial's IJR Position: Q3 2024 in Review

Zega Financial opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2024: 5,819 shares worth $681K. The stake represents 0.1% of the portfolio and ranks #63 among its holdings.

2,380 funds tracked by Wall St. Rank hold IJR as of Q3 2024.

Zega Financial held 5,819 shares of iShares Core S&P Small-Cap ETF worth $681K as of Q3 2024.
iShares Core S&P Small-Cap ETF was a new Zega Financial position in Q3 2024.
iShares Core S&P Small-Cap ETF made up 0.1% of Zega Financial's portfolio in Q3 2024, its #63 holding.
2,380 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.