Clear Perspectives Financial Planning’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Clear Perspectives Financial Planning’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	$35.2K	Sell	364 -32	-8%	-$3.2K	0.02%	85
2022 Q4	$37.5K	Buy	396 +18	+5%	+$1.73K	0.02%	93
2022 Q3	$33K	Sell	378 -200	-35%	-$19.4K	0.02%	99
2022 Q2	$53K	Sell	578 -25	-4%	-$2.49K	0.02%	85
2022 Q1	$65K	Sell	603 -10	-2%	-$1.08K	0.02%	85
2021 Q4	$70K	Buy	613 +370	+152%	+$42.2K	0.03%	87
2021 Q3	$27K	Hold	243	–	–	0.01%	125
2021 Q2	$27K	Buy	243 +43	+22%	+$4.8K	0.01%	124
2021 Q1	$22K	Hold	200	–	–	0.01%	126
2020 Q4	$18K	Buy	+200	New	+$16.4K	0.01%	126

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Clear Perspectives Financial Planning's IJR Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 8.1% in Q1 2023, selling an estimated $3.2K and leaving 364 shares worth $35.2K. The position accounts for 0.02% of the portfolio, ranked #85.

Clear Perspectives Financial Planning first reported a position in IJR in Q4 2020 and has held it in 10 quarters since. The position peaked at $70K in Q4 2021. 2,114 funds tracked by Wall St. Rank hold IJR as of Q1 2023.

Clear Perspectives Financial Planning held 364 shares of iShares Core S&P Small-Cap ETF worth $35.2K as of Q1 2023.
Clear Perspectives Financial Planning sold 32 iShares Core S&P Small-Cap ETF shares in Q1 2023, an estimated $3.2K.
iShares Core S&P Small-Cap ETF made up 0.02% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #85 holding.
Clear Perspectives Financial Planning first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's iShares Core S&P Small-Cap ETF position peaked at $70K in Q4 2021.
2,114 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.