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

Align 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
2022 Q4	$26K	Buy	+298	New	+$28.6K	0.02%	97

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Align Wealth Management's IJR Position: Q4 2022 in Review

Align Wealth Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q4 2022: 298 shares worth $26K. The stake represents 0.02% of the portfolio and ranks #97 among its holdings.

2,132 funds tracked by Wall St. Rank hold IJR as of Q4 2022.

Align Wealth Management held 298 shares of iShares Core S&P Small-Cap ETF worth $26K as of Q4 2022.
iShares Core S&P Small-Cap ETF was a new Align Wealth Management position in Q4 2022.
iShares Core S&P Small-Cap ETF made up 0.02% of Align Wealth Management's portfolio in Q4 2022, its #97 holding.
2,132 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.