BTR Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

BTR Capital Management’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 Q3	$211K	Buy	+2,425	New	+$236K	0.03%	157

Other funds holding IJR

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

BTR Capital Management's IJR Position: Q3 2022 in Review

BTR Capital Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2022: 2,425 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #157 among its holdings.

1,950 funds tracked by Wall St. Rank hold IJR as of Q3 2022.

BTR Capital Management held 2,425 shares of iShares Core S&P Small-Cap ETF worth $211K as of Q3 2022.
iShares Core S&P Small-Cap ETF was a new BTR Capital Management position in Q3 2022.
iShares Core S&P Small-Cap ETF made up 0.03% of BTR Capital Management's portfolio in Q3 2022, its #157 holding.
1,950 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.