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

Friedenthal Financial’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	-5,184	Closed	-$559K	–	71
2022 Q1	$559K	Sell	5,184 -3,671	-41%	-$396K	0.33%	44
2021 Q4	$1.01M	Buy	+8,855	New	+$1.01M	0.63%	36
2021 Q3	–	Sell	-58,124	Closed	-$6.57M	–	72
2021 Q2	$6.57M	Buy	58,124 +3,288	+6%	+$367K	3.94%	7
2021 Q1	$5.95M	Buy	+54,836	New	+$5.74M	4.38%	6
2018 Q4	–	Sell	-44,536	Closed	-$3.88M	–	54
2018 Q3	$3.88M	Buy	44,536 +41,614	+1,424%	+$3.65M	3.21%	16
2018 Q2	$244K	Sell	2,922 -1,488	-34%	-$121K	0.21%	59
2018 Q1	$340K	Buy	+4,410	New	+$343K	0.29%	55

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

Friedenthal Financial's IJR Position: Q2 2022 in Review

Friedenthal Financial sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2022, closing a stake of 5,184 shares — an estimated $559K sold.

Friedenthal Financial first reported a position in IJR in Q1 2018 and held it in 7 quarters. The position peaked at $6.57M in Q2 2021. 1,983 funds tracked by Wall St. Rank hold IJR as of Q2 2022.

Friedenthal Financial reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
Friedenthal Financial sold 5,184 iShares Core S&P Small-Cap ETF shares in Q2 2022, an estimated $559K.
Friedenthal Financial first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and held it in 7 quarters.
Friedenthal Financial's iShares Core S&P Small-Cap ETF position peaked at $6.57M in Q2 2021.
1,983 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2022.

Based on Friedenthal Financial's 13F filing for Q2 2022, filed 11 Jul 2022.