Bickling Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bickling Financial Services’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 Q4	$974K	Buy	10,288 +295	+3%	+$28.3K	0.61%	33
2022 Q3	$872K	Buy	9,993 +25	+0.3%	+$2.43K	0.59%	38
2022 Q2	$921K	Buy	9,968 +21	+0.2%	+$2.09K	0.58%	38
2022 Q1	$1.07M	Buy	9,947 +7	+0.1%	+$755	0.55%	39
2021 Q4	$1.14M	Sell	9,940 -353	-3%	-$40.2K	0.55%	37
2021 Q3	$1.12M	Buy	10,293 +23	+0.2%	+$2.53K	0.57%	35
2021 Q2	$1.16M	Sell	10,270 -1,222	-11%	-$136K	0.52%	37
2021 Q1	$1.25M	Buy	11,492 +167	+1%	+$17.5K	0.63%	35
2020 Q4	$1.04M	Buy	+11,325	New	+$930K	0.64%	35

Other funds holding IJR

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bickling Financial Services's IJR Position: Q4 2022 in Review

Bickling Financial Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3% in Q4 2022, buying an estimated $28.3K and bringing the position to 10,288 shares worth $974K. The position accounts for 0.61% of the portfolio, ranked #33.

Bickling Financial Services first reported a position in IJR in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.25M in Q1 2021. 2,132 funds tracked by Wall St. Rank hold IJR as of Q4 2022.

Bickling Financial Services held 10,288 shares of iShares Core S&P Small-Cap ETF worth $974K as of Q4 2022.
Bickling Financial Services bought 295 iShares Core S&P Small-Cap ETF shares in Q4 2022, an estimated $28.3K.
iShares Core S&P Small-Cap ETF made up 0.61% of Bickling Financial Services's portfolio in Q4 2022, its #33 holding.
Bickling Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's iShares Core S&P Small-Cap ETF position peaked at $1.25M in Q1 2021.
2,132 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.