Advanced Research Investment Solutions’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Advanced Research Investment Solutions’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 Q4	–	Sell	-4,576	Closed	-$434K	–	32
2023 Q3	$434K	Sell	4,576 -1,539	-25%	-$154K	0.28%	20
2023 Q2	$609K	Buy	+6,115	New	+$582K	0.35%	21
2022 Q2	–	Sell	-75	Closed	-$8K	–	156
2022 Q1	$8K	Hold	75	–	–	﹤0.01%	159
2021 Q4	$8K	Buy	+75	New	+$8.55K	﹤0.01%	156

Other funds holding IJR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Advanced Research Investment Solutions's IJR Position: Q4 2023 in Review

Advanced Research Investment Solutions sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2023, closing a stake of 4,576 shares — an estimated $434K sold.

Advanced Research Investment Solutions first reported a position in IJR in Q4 2021 and held it in 4 quarters. The position peaked at $609K in Q2 2023. 2,309 funds tracked by Wall St. Rank hold IJR as of Q4 2023.

Advanced Research Investment Solutions reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
Advanced Research Investment Solutions sold 4,576 iShares Core S&P Small-Cap ETF shares in Q4 2023, an estimated $434K.
Advanced Research Investment Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 4 quarters.
Advanced Research Investment Solutions's iShares Core S&P Small-Cap ETF position peaked at $609K in Q2 2023.
2,309 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2023.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.