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

Elmwood Wealth Management’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	–	Sell	-342	Closed	-$39K	–	204
2021 Q4	$39K	Buy	+342	New	+$39K	0.02%	200
2021 Q2	$39K	Hold	341	–	–	0.02%	181
2021 Q1	$37K	Buy	+341	New	+$35.7K	0.02%	178
2020 Q3	$21K	Hold	310	–	–	0.02%	159
2020 Q2	$21K	Sell	310 -202	-39%	-$12.8K	0.02%	159
2020 Q1	$39.4K	Buy	+512	New	+$38.1K	0.04%	135
2019 Q4	–	Sell	-310	Closed	-$24K	–	163
2019 Q3	$24K	Hold	310	–	–	0.02%	135
2019 Q2	$24K	Hold	310	–	–	0.02%	150
2019 Q1	$24K	Hold	310	–	–	0.02%	145
2018 Q4	$21K	Sell	310 -183	-37%	-$14.1K	0.02%	157
2018 Q3	$43K	Sell	493 -19	-4%	-$1.66K	0.04%	141
2018 Q2	$42.7K	Hold	512	–	–	0.04%	135
2018 Q1	$39.4K	Buy	+512	New	+$39.9K	0.04%	135

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Elmwood Wealth Management's IJR Position: Q1 2022 in Review

Elmwood Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2022, closing a stake of 342 shares — an estimated $39K sold.

Elmwood Wealth Management first reported a position in IJR in Q1 2018 and held it in 13 quarters. The position peaked at $43K in Q3 2018. 2,059 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

Elmwood Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 342 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $39K.
Elmwood Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $43K in Q3 2018.
2,059 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.