Arlington Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Arlington Partners’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	-67,388	Closed	-$6.36M	–	301
2023 Q3	$6.36M	Buy	67,388 +14,283	+27%	+$1.43M	2.61%	4
2023 Q2	$5.29M	Buy	+53,105	New	+$5.06M	0.82%	11
2020 Q2	–	Sell	-5,475	Closed	-$307K	–	230
2020 Q1	$307K	Sell	5,475 -1,302	-19%	-$97K	0.16%	60
2019 Q4	$568K	Hold	6,777	–	–	0.35%	26
2019 Q3	$528K	Hold	6,777	–	–	0.34%	24
2019 Q2	$531K	Sell	6,777 -1,531	-18%	-$119K	0.24%	56
2019 Q1	$641K	Buy	+8,308	New	+$638K	0.46%	22
2018 Q2	–	Sell	-590	Closed	-$45K	–	143
2018 Q1	$45K	Buy	+590	New	+$45.9K	0.04%	78

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

Arlington Partners's IJR Position: Q4 2023 in Review

Arlington Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2023, closing a stake of 67,388 shares — an estimated $6.36M sold.

Arlington Partners first reported a position in IJR in Q1 2018 and held it in 8 quarters. The position peaked at $6.36M in Q3 2023. 2,309 funds tracked by Wall St. Rank hold IJR as of Q4 2023.

Arlington Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
Arlington Partners sold 67,388 iShares Core S&P Small-Cap ETF shares in Q4 2023, an estimated $6.36M.
Arlington Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and held it in 8 quarters.
Arlington Partners's iShares Core S&P Small-Cap ETF position peaked at $6.36M in Q3 2023.
2,309 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2023.

Based on Arlington Partners's 13F filing for Q4 2023, filed 24 Jan 2024.