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

Destiny Capital Securities’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 Q3	$466K	Buy	+4,935	New	+$493K	0.38%	33

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Destiny Capital Securities's IJR Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2023: 4,935 shares worth $466K. The stake represents 0.38% of the portfolio and ranks #33 among its holdings.

2,102 funds tracked by Wall St. Rank hold IJR as of Q3 2023.

Destiny Capital Securities held 4,935 shares of iShares Core S&P Small-Cap ETF worth $466K as of Q3 2023.
iShares Core S&P Small-Cap ETF was a new Destiny Capital Securities position in Q3 2023.
iShares Core S&P Small-Cap ETF made up 0.38% of Destiny Capital Securities's portfolio in Q3 2023, its #33 holding.
2,102 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.