Financial Strategies Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Financial Strategies Group’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 Q2	–	Sell	-2,906	Closed	-$281K	–	77
2023 Q1	$281K	Sell	2,906 -4	-0.1%	-$400	0.11%	69
2022 Q4	$275K	Buy	+2,910	New	+$279K	0.11%	71
2022 Q3	–	Sell	-2,516	Closed	-$232K	–	85
2022 Q2	$232K	Buy	2,516 +424	+20%	+$42.2K	0.1%	80
2022 Q1	$226K	Buy	2,092 +213	+11%	+$23K	0.09%	81
2021 Q4	$215K	Buy	1,879 +27	+1%	+$3.08K	0.09%	76
2021 Q3	$202K	Sell	1,852 -120	-6%	-$13.2K	0.09%	72
2021 Q2	$223K	Sell	1,972 -291	-13%	-$32.5K	0.1%	70
2021 Q1	$246K	Buy	+2,263	New	+$237K	0.13%	63

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Financial Strategies Group's IJR Position: Q2 2023 in Review

Financial Strategies Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2023, closing a stake of 2,906 shares — an estimated $281K sold.

Financial Strategies Group first reported a position in IJR in Q1 2021 and held it in 8 quarters. The position peaked at $281K in Q1 2023. 2,101 funds tracked by Wall St. Rank hold IJR as of Q2 2023.

Financial Strategies Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
Financial Strategies Group sold 2,906 iShares Core S&P Small-Cap ETF shares in Q2 2023, an estimated $281K.
Financial Strategies Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and held it in 8 quarters.
Financial Strategies Group's iShares Core S&P Small-Cap ETF position peaked at $281K in Q1 2023.
2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2023.

Based on Financial Strategies Group's 13F filing for Q2 2023, filed 13 Jul 2023.