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

Firethorn Wealth Partners’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	–	Sell	-9,398	Closed	-$889K	–	137
2022 Q4	$889K	Sell	9,398 -3,409	-27%	-$327K	0.75%	32
2022 Q3	$1.12M	Sell	12,807 -398	-3%	-$38.7K	1.04%	18
2022 Q2	$1.35M	Buy	13,205 +4,185	+46%	+$416K	1.09%	17
2022 Q1	$973K	Sell	9,020 -3,871	-30%	-$418K	0.74%	29
2021 Q4	$1.48M	Buy	+12,891	New	+$1.47M	1.1%	17
2021 Q2	$1.44M	Buy	12,741 +191	+2%	+$21.3K	1.2%	21
2021 Q1	$1.36M	Buy	12,550 +3,426	+38%	+$359K	1.27%	17
2020 Q4	$838K	Buy	+9,124	New	+$750K	0.91%	27

Other funds holding IJR

Northwestern Mutual Wealth Management

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

Bank of America

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

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

Fidelity Investments

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

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