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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Firethorn Wealth Partners's IJR Position: Q1 2023 in Review

Firethorn Wealth Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2023, closing a stake of 9,398 shares — an estimated $889K sold.

Firethorn Wealth Partners first reported a position in IJR in Q4 2020 and held it in 8 quarters. The position peaked at $1.48M in Q4 2021. 2,115 funds tracked by Wall St. Rank hold IJR as of Q1 2023.

Firethorn Wealth Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
Firethorn Wealth Partners sold 9,398 iShares Core S&P Small-Cap ETF shares in Q1 2023, an estimated $889K.
Firethorn Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 8 quarters.
Firethorn Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $1.48M in Q4 2021.
2,115 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2023.

Based on Firethorn Wealth Partners's 13F filing for Q1 2023, filed 2 May 2023.