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

Domani Wealth’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	$1.15M	Buy	11,893 +761	+7%	+$76.1K	0.27%	44
2022 Q4	$1.05M	Hold	11,132	–	–	0.26%	45
2022 Q3	$971K	Sell	11,132 -36	-0.3%	-$3.5K	0.28%	40
2022 Q2	$1.03M	Hold	11,168	–	–	0.28%	37
2022 Q1	$1.21M	Hold	11,168	–	–	0.26%	44
2021 Q4	$1.28M	Sell	11,168 -63	-0.6%	-$7.18K	0.25%	42
2021 Q3	$1.23M	Sell	11,231 -67	-0.6%	-$7.38K	0.26%	41
2021 Q2	$1.28M	Sell	11,298 -721	-6%	-$80.4K	0.26%	40
2021 Q1	$1.3M	Sell	12,019 -259	-2%	-$27.1K	0.25%	38
2020 Q4	$1.13M	Sell	12,278 -851	-6%	-$69.9K	0.23%	42
2020 Q3	$922K	Buy	13,129 +466	+4%	+$33.4K	0.2%	46
2020 Q2	$865K	Sell	12,663 -2,688	-18%	-$170K	0.2%	51
2020 Q1	$861K	Buy	+15,351	New	+$1.14M	0.23%	49

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

Domani Wealth's IJR Position: Q1 2023 in Review

Domani Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6.8% in Q1 2023, buying an estimated $76.1K and bringing the position to 11,893 shares worth $1.15M. The position accounts for 0.27% of the portfolio, ranked #44.

Domani Wealth first reported a position in IJR in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.3M in Q1 2021. 2,115 funds tracked by Wall St. Rank hold IJR as of Q1 2023.

Domani Wealth held 11,893 shares of iShares Core S&P Small-Cap ETF worth $1.15M as of Q1 2023.
Domani Wealth bought 761 iShares Core S&P Small-Cap ETF shares in Q1 2023, an estimated $76.1K.
iShares Core S&P Small-Cap ETF made up 0.27% of Domani Wealth's portfolio in Q1 2023, its #44 holding.
Domani Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 13 quarters since.
Domani Wealth's iShares Core S&P Small-Cap ETF position peaked at $1.3M in Q1 2021.
2,115 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.