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

Buttonwood Financial 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
2023
Q1 		– Sell
-24,082
Closed -$2.28M – 31
2022
Q4 		$2.28M Buy
+24,082
New +$2.31M 2.07% 11

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Buttonwood Financial Group's IJR Position: Q1 2023 in Review

Buttonwood Financial Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2023, closing a stake of 24,082 shares — an estimated $2.28M sold.

Buttonwood Financial Group first reported a position in IJR in Q4 2022 and held it in 1 quarter. The position peaked at $2.28M in Q4 2022. 2,115 funds tracked by Wall St. Rank hold IJR as of Q1 2023.

  • Buttonwood Financial Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Buttonwood Financial Group sold 24,082 iShares Core S&P Small-Cap ETF shares in Q1 2023, an estimated $2.28M.
  • Buttonwood Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Buttonwood Financial Group's iShares Core S&P Small-Cap ETF position peaked at $2.28M in Q4 2022.
  • 2,115 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2023.

Based on Buttonwood Financial Group's 13F filing for Q1 2023, filed 8 May 2023.