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

Carter 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
2022 Q1	$255K	Buy	+2,363	New	+$255K	0.34%	40

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

BlackRock New York $5.72T AUM 30.48% 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

Carter Financial Group's IJR Position: Q1 2022 in Review

Carter Financial Group opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2022: 2,363 shares worth $255K. The stake represents 0.34% of the portfolio and ranks #40 among its holdings.

2,060 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

Carter Financial Group held 2,363 shares of iShares Core S&P Small-Cap ETF worth $255K as of Q1 2022.
iShares Core S&P Small-Cap ETF was a new Carter Financial Group position in Q1 2022.
iShares Core S&P Small-Cap ETF made up 0.34% of Carter Financial Group's portfolio in Q1 2022, its #40 holding.
2,060 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on Carter Financial Group's 13F filing for Q1 2022, filed 3 May 2022.