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

ForthRight Wealth Management’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	-2,274	Closed	-$215K	–	58
2022 Q4	$215K	Sell	2,274 -359	-14%	-$34.4K	0.11%	49
2022 Q3	$230K	Buy	+2,633	New	+$256K	0.13%	41
2021 Q1	–	Sell	-1,255	Closed	-$115K	–	98
2020 Q4	$115K	Buy	+1,255	New	+$103K	0.09%	43

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

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

ForthRight Wealth Management's IJR Position: Q1 2023 in Review

ForthRight Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2023, closing a stake of 2,274 shares — an estimated $215K sold.

ForthRight Wealth Management first reported a position in IJR in Q4 2020 and held it in 3 quarters. The position peaked at $230K in Q3 2022. 2,114 funds tracked by Wall St. Rank hold IJR as of Q1 2023.

ForthRight Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
ForthRight Wealth Management sold 2,274 iShares Core S&P Small-Cap ETF shares in Q1 2023, an estimated $215K.
ForthRight Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 3 quarters.
ForthRight Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $230K in Q3 2022.
2,114 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2023.

Based on ForthRight Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.