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

Advocacy Wealth Management Services’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
2022 Q4	–	Sell	-3	Closed	–	–	79
2022 Q3	$0	Buy	+3	New	+$291	﹤0.01%	139
2022 Q2	–	Sell	-46	Closed	-$5K	–	167
2022 Q1	$5K	Buy	+46	New	+$4.96K	﹤0.01%	120
2019 Q3	–	Sell	-193	Closed	-$15K	–	161
2019 Q2	$15K	Hold	193	–	–	0.01%	113
2019 Q1	$15K	Buy	+193	New	+$14.8K	0.02%	95
2018 Q2	–	Sell	-10	Closed	-$1K	–	185
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	198
2017 Q4	$1K	Buy	+10	New	+$754	﹤0.01%	210
2017 Q2	–	Sell	-78	Closed	-$5K	–	293
2017 Q1	$5K	Sell	78 -166	-68%	-$11.4K	﹤0.01%	256
2016 Q4	$17K	Sell	244 -138	-36%	-$8.9K	0.01%	156
2016 Q3	$24K	Buy	+382	New	+$23.3K	0.01%	183

Other funds holding IJR

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

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

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

Advocacy Wealth Management Services's IJR Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2022, closing a stake of 3 shares.

Advocacy Wealth Management Services first reported a position in IJR in Q3 2016 and held it in 9 quarters. The position peaked at $24K in Q3 2016. 2,131 funds tracked by Wall St. Rank hold IJR as of Q4 2022.

Advocacy Wealth Management Services reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 3 iShares Core S&P Small-Cap ETF shares in Q4 2022.
Advocacy Wealth Management Services first reported a position in iShares Core S&P Small-Cap ETF in Q3 2016 and held it in 9 quarters.
Advocacy Wealth Management Services's iShares Core S&P Small-Cap ETF position peaked at $24K in Q3 2016.
2,131 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.