EWG Elevate’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

EWG Elevate’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 Q4	–	Sell	-2,260	Closed	-$213K	–	113
2023 Q3	$213K	Sell	2,260 -2,105	-48%	-$210K	0.1%	82
2023 Q2	$435K	Buy	+4,365	New	+$416K	0.18%	67
2023 Q1	–	Sell	-440	Closed	-$41.6K	–	388
2022 Q4	$41.6K	Buy	+440	New	+$42.2K	0.02%	197
2020 Q1	–	Sell	-10,327	Closed	-$866K	–	68
2019 Q4	$866K	Buy	+10,327	New	+$831K	0.47%	43

Other funds holding IJR

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

EWG Elevate's IJR Position: Q4 2023 in Review

EWG Elevate sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2023, closing a stake of 2,260 shares — an estimated $213K sold.

EWG Elevate first reported a position in IJR in Q4 2019 and held it in 4 quarters. The position peaked at $866K in Q4 2019. 2,309 funds tracked by Wall St. Rank hold IJR as of Q4 2023.

EWG Elevate reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
EWG Elevate sold 2,260 iShares Core S&P Small-Cap ETF shares in Q4 2023, an estimated $213K.
EWG Elevate first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 4 quarters.
EWG Elevate's iShares Core S&P Small-Cap ETF position peaked at $866K in Q4 2019.
2,309 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2023.

Based on EWG Elevate's 13F filing for Q4 2023, filed 9 Jan 2024.