Beacon Capital Management Inc (Ohio)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q1	–	Sell	-14	Closed	-$1.28K	–	108
2022 Q4	$1.28K	Buy	+14	New	+$1.34K	﹤0.01%	82
2022 Q3	–	Sell	-14	Closed	-$1K	–	89
2022 Q2	$1K	Buy	+14	New	+$1.39K	﹤0.01%	93
2021 Q4	–	Sell	-157	Closed	-$17K	–	73
2021 Q3	$17K	Buy	+157	New	+$17.3K	﹤0.01%	58
2019 Q3	–	Sell	-7	Closed	-$1K	–	100
2019 Q2	$1K	Sell	7 -8	-53%	-$621	﹤0.01%	76
2019 Q1	$1K	Buy	+15	New	+$1.15K	﹤0.01%	60

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s IJR Position: Q1 2023 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2023, closing a stake of 14 shares — an estimated $1.28K sold.

Beacon Capital Management Inc (Ohio) first reported a position in IJR in Q1 2019 and held it in 5 quarters. The position peaked at $17K in Q3 2021. 2,114 funds tracked by Wall St. Rank hold IJR as of Q1 2023.

Beacon Capital Management Inc (Ohio) reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 14 iShares Core S&P Small-Cap ETF shares in Q1 2023, an estimated $1.28K.
Beacon Capital Management Inc (Ohio) first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and held it in 5 quarters.
Beacon Capital Management Inc (Ohio)'s iShares Core S&P Small-Cap ETF position peaked at $17K in Q3 2021.
2,114 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2023.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2023, filed 24 Apr 2023.