Benedetti & Gucer’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Benedetti & Gucer’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 Q3	–	Sell	-14,676	Closed	-$1.46M	–	146
2023 Q2	$1.46M	Sell	14,676 -519	-3%	-$49.4K	0.75%	27
2023 Q1	$1.47M	Buy	+15,195	New	+$1.52M	0.84%	23
2022 Q3	–	Sell	-2,308	Closed	-$214K	–	90
2022 Q2	$214K	Sell	2,308 -202	-8%	-$20.1K	0.14%	81
2022 Q1	$270K	Sell	2,510 -213	-8%	-$23K	0.18%	72
2021 Q4	$311K	Sell	2,723 -74	-3%	-$8.43K	0.21%	68
2021 Q3	$305K	Buy	2,797 +758	+37%	+$83.5K	0.23%	65
2021 Q2	$230K	Buy	2,039 +36	+2%	+$4.01K	0.21%	73
2021 Q1	$217K	Buy	+2,003	New	+$210K	0.2%	75

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Benedetti & Gucer's IJR Position: Q3 2023 in Review

Benedetti & Gucer sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2023, closing a stake of 14,676 shares — an estimated $1.46M sold.

Benedetti & Gucer first reported a position in IJR in Q1 2021 and held it in 8 quarters. The position peaked at $1.47M in Q1 2023. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2023.

Benedetti & Gucer reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
Benedetti & Gucer sold 14,676 iShares Core S&P Small-Cap ETF shares in Q3 2023, an estimated $1.46M.
Benedetti & Gucer first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and held it in 8 quarters.
Benedetti & Gucer's iShares Core S&P Small-Cap ETF position peaked at $1.47M in Q1 2023.
2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2023.

Based on Benedetti & Gucer's 13F filing for Q3 2023, filed 2 Nov 2023.