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

Accel Wealth 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
2023 Q2	–	Sell	-119	Closed	-$11.5K	–	506
2023 Q1	$11.5K	Hold	119	–	–	﹤0.01%	851
2022 Q4	$11.3K	Hold	119	–	–	0.01%	679
2022 Q3	$11K	Buy	119 +27	+29%	+$2.62K	0.01%	712
2022 Q2	$9K	Hold	92	–	–	0.01%	727
2022 Q1	$10K	Sell	92 -173	-65%	-$18.7K	0.01%	706
2021 Q4	$30K	Hold	265	–	–	0.01%	482
2021 Q3	$29K	Hold	265	–	–	0.02%	430
2021 Q2	$30K	Hold	265	–	–	0.02%	441
2021 Q1	$29K	Hold	265	–	–	0.02%	423
2020 Q4	$24K	Buy	+265	New	+$21.8K	0.02%	446

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Accel Wealth Management's IJR Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2023, closing a stake of 119 shares — an estimated $11.5K sold.

Accel Wealth Management first reported a position in IJR in Q4 2020 and held it in 10 quarters. The position peaked at $30K in Q4 2021. 2,101 funds tracked by Wall St. Rank hold IJR as of Q2 2023.

Accel Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 119 iShares Core S&P Small-Cap ETF shares in Q2 2023, an estimated $11.5K.
Accel Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $30K in Q4 2021.
2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.