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

All Season Financial Advisors’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	-40,735	Closed	-$3.84M	–	108
2023 Q3	$3.84M	Sell	40,735 -15,080	-27%	-$1.51M	3.89%	6
2023 Q2	$5.56M	Buy	+55,815	New	+$5.31M	4.99%	4
2022 Q4	–	Sell	-77,315	Closed	-$6.74M	–	122
2022 Q3	$6.74M	Buy	77,315 +34,335	+80%	+$3.34M	7.32%	2
2022 Q2	$3.97M	Buy	+42,980	New	+$4.27M	3.4%	5

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

All Season Financial Advisors's IJR Position: Q4 2023 in Review

All Season Financial Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2023, closing a stake of 40,735 shares — an estimated $3.84M sold.

All Season Financial Advisors first reported a position in IJR in Q2 2022 and held it in 4 quarters. The position peaked at $6.74M in Q3 2022. 2,309 funds tracked by Wall St. Rank hold IJR as of Q4 2023.

All Season Financial Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
All Season Financial Advisors sold 40,735 iShares Core S&P Small-Cap ETF shares in Q4 2023, an estimated $3.84M.
All Season Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and held it in 4 quarters.
All Season Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $6.74M in Q3 2022.
2,309 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2023.

Based on All Season Financial Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.