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

Ford Financial 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
2022 Q2	–	Sell	-4,581	Closed	-$494K	–	128
2022 Q1	$494K	Sell	4,581 -4,079	-47%	-$440K	0.19%	65
2021 Q4	$991	Buy	8,660 +169	+2%	+$19.3K	0.2%	43
2021 Q3	$927K	Buy	8,491 +1,087	+15%	+$120K	0.36%	41
2021 Q2	$836K	Sell	7,404 -6,667	-47%	-$744K	0.31%	43
2021 Q1	$1.53M	Buy	14,071 +1,389	+11%	+$145K	0.66%	31
2020 Q4	$1.17M	Buy	12,682 +636	+5%	+$52.3K	0.55%	33
2020 Q3	$846K	Buy	12,046 +5,351	+80%	+$383K	0.46%	38
2020 Q2	$457K	Buy	6,695 +2,216	+49%	+$140K	0.25%	51
2020 Q1	$251K	Sell	4,479 -118	-3%	-$8.79K	0.17%	65
2019 Q4	$385K	Buy	+4,597	New	+$370K	0.22%	51

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

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Ford Financial Group's IJR Position: Q2 2022 in Review

Ford Financial Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2022, closing a stake of 4,581 shares — an estimated $494K sold.

Ford Financial Group first reported a position in IJR in Q4 2019 and held it in 10 quarters. The position peaked at $1.53M in Q1 2021. 1,983 funds tracked by Wall St. Rank hold IJR as of Q2 2022.

Ford Financial Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
Ford Financial Group sold 4,581 iShares Core S&P Small-Cap ETF shares in Q2 2022, an estimated $494K.
Ford Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 10 quarters.
Ford Financial Group's iShares Core S&P Small-Cap ETF position peaked at $1.53M in Q1 2021.
1,983 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2022.

Based on Ford Financial Group's 13F filing for Q2 2022, filed 14 Jul 2022.