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Beta Wealth Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Beta Wealth Group’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
2022
Q1 		– Sell
-6,129
Closed -$669K – 96
2021
Q4 		$669K Hold
6,129
– – 0.48% 40
2021
Q3 		$669K Buy
6,129
+534
+10% +$58.8K 0.48% 40
2021
Q2 		$632K Buy
5,595
+72
+1% +$8.03K 0.44% 39
2021
Q1 		$599K Buy
+5,523
New +$578K 0.44% 41

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
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

Beta Wealth Group's IJR Position: Q1 2022 in Review

Beta Wealth Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2022, closing a stake of 6,129 shares — an estimated $669K sold.

Beta Wealth Group first reported a position in IJR in Q1 2021 and held it in 4 quarters. The position peaked at $669K in Q4 2021. 2,060 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

  • Beta Wealth Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Beta Wealth Group sold 6,129 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $669K.
  • Beta Wealth Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and held it in 4 quarters.
  • Beta Wealth Group's iShares Core S&P Small-Cap ETF position peaked at $669K in Q4 2021.
  • 2,060 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on Beta Wealth Group's 13F filing for Q1 2022, filed 12 May 2022.