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Dixon Hughes Goodman Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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 		$45K Sell
417
-861
-67% -$92.9K 0.01% 319
2021
Q4 		$146K Buy
+1,278
New +$146K 0.05% 172

Other funds holding IJR

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 $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
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

Dixon Hughes Goodman Wealth Advisors's IJR Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 67% in Q1 2022, selling an estimated $92.9K and leaving 417 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #319.

Dixon Hughes Goodman Wealth Advisors first reported a position in IJR in Q4 2021 and has held it in 2 quarters since. The position peaked at $146K in Q4 2021. 2,059 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 417 shares of iShares Core S&P Small-Cap ETF worth $45K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 861 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $92.9K.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #319 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $146K in Q4 2021.
  • 2,059 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.