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CFO4Life’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

CFO4Life’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 		$8.12M Buy
+85,769
New +$8.23M 1.73% 15
2016
Q4 		$287K Buy
4,170
+292
+8% +$18.8K 0.24% 71
2016
Q3 		$241K Sell
3,878
-228
-6% -$13.9K 0.21% 73
2016
Q2 		$239K Buy
4,106
+86
+2% +$4.9K 0.2% 78
2016
Q1 		$226K Sell
4,020
-13,728
-77% -$717K 0.2% 75
2015
Q4 		$977K Buy
17,748
+3,920
+28% +$221K 0.93% 25
2015
Q3 		$737K Buy
+13,828
New +$784K 0.78% 26

Other funds holding IJR

AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
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 $187B AUM 21.7% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CFO4Life's IJR Position: Q4 2022 in Review

CFO4Life opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q4 2022: 85,769 shares worth $8.12M. The stake represents 1.73% of the portfolio and ranks #15 among its holdings. This is a return to the name: CFO4Life previously reported a position in IJR as recently as Q4 2016.

CFO4Life first reported a position in IJR in Q3 2015 and has held it in 7 quarters since. 2,132 funds tracked by Wall St. Rank hold IJR as of Q4 2022.

  • CFO4Life held 85,769 shares of iShares Core S&P Small-Cap ETF worth $8.12M as of Q4 2022.
  • iShares Core S&P Small-Cap ETF was a new CFO4Life position in Q4 2022.
  • iShares Core S&P Small-Cap ETF made up 1.73% of CFO4Life's portfolio in Q4 2022, its #15 holding.
  • CFO4Life first reported a position in iShares Core S&P Small-Cap ETF in Q3 2015 and has held it in 7 quarters since.
  • 2,132 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.