Anson Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Anson Capital’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	-18,870	Closed	-$1.82M	–	69
2023 Q1	$1.82M	Sell	18,870 -25,318	-57%	-$2.53M	2.95%	8
2022 Q4	$4.18M	Buy	44,188 +5,398	+14%	+$518K	5.53%	4
2022 Q3	$3.38M	Sell	38,790 -5,676	-13%	-$551K	4.55%	7
2022 Q2	$4.11M	Sell	44,466 -260	-0.6%	-$25.9K	4.35%	8
2022 Q1	$4.83M	Buy	44,726 +2,243	+5%	+$242K	4.56%	8
2021 Q4	$4.64M	Buy	+42,483	New	+$4.84M	4.58%	7

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

Anson Capital's IJR Position: Q2 2023 in Review

Anson Capital sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2023, closing a stake of 18,870 shares — an estimated $1.82M sold.

Anson Capital first reported a position in IJR in Q4 2021 and held it in 6 quarters. The position peaked at $4.83M in Q1 2022. 2,101 funds tracked by Wall St. Rank hold IJR as of Q2 2023.

Anson Capital reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
Anson Capital sold 18,870 iShares Core S&P Small-Cap ETF shares in Q2 2023, an estimated $1.82M.
Anson Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 6 quarters.
Anson Capital's iShares Core S&P Small-Cap ETF position peaked at $4.83M in Q1 2022.
2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2023.

Based on Anson Capital's 13F filing for Q2 2023, filed 2 Aug 2023.