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

Gibson Wealth Advisors’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 Q4	$894K	Buy	9,324 +9,176	+6,200%	+$880K	0.02%	81
2022 Q3	$13K	Hold	148	–	–	0.01%	83
2022 Q2	$14K	Hold	148	–	–	0.02%	78
2022 Q1	$16K	Buy	+148	New	+$16K	0.02%	82

Other funds holding IJR

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Gibson Wealth Advisors's IJR Position: Q4 2022 in Review

Gibson Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6,200% in Q4 2022, buying an estimated $880K and bringing the position to 9,324 shares worth $894K. The position accounts for 0.02% of the portfolio, ranked #81.

Gibson Wealth Advisors first reported a position in IJR in Q1 2022 and has held it in 4 quarters since. 2,131 funds tracked by Wall St. Rank hold IJR as of Q4 2022.

Gibson Wealth Advisors held 9,324 shares of iShares Core S&P Small-Cap ETF worth $894K as of Q4 2022.
Gibson Wealth Advisors bought 9,176 iShares Core S&P Small-Cap ETF shares in Q4 2022, an estimated $880K.
iShares Core S&P Small-Cap ETF made up 0.02% of Gibson Wealth Advisors's portfolio in Q4 2022, its #81 holding.
Gibson Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 4 quarters since.
2,131 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.