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

Harvest Group 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	$3.8M	Buy	39,326 +12,220	+45%	+$1.22M	2.36%	21
2022 Q4	$2.57M	Sell	27,106 -182	-0.7%	-$17.5K	1.68%	21
2022 Q3	$2.52M	Sell	27,288 -476	-2%	-$46.2K	1.67%	22
2022 Q2	$2.8M	Buy	27,764 +1,448	+6%	+$144K	1.72%	22
2022 Q1	$2.84M	Buy	+26,316	New	+$2.84M	1.61%	23
2020 Q2	–	Sell	-47	Closed	-$2K	–	648
2020 Q1	$2K	Hold	47	–	–	﹤0.01%	318
2019 Q4	$3K	Hold	47	–	–	﹤0.01%	505
2019 Q3	$4K	Sell	47 -37	-44%	-$2.87K	﹤0.01%	473
2019 Q2	$6K	Buy	+84	New	+$6.52K	0.01%	316

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

Harvest Group Wealth Management's IJR Position: Q1 2023 in Review

Harvest Group Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 45% in Q1 2023, buying an estimated $1.22M and bringing the position to 39,326 shares worth $3.8M. The position accounts for 2.36% of the portfolio, ranked #21.

Harvest Group Wealth Management first reported a position in IJR in Q2 2019 and has held it in 9 quarters since. 2,115 funds tracked by Wall St. Rank hold IJR as of Q1 2023.

Harvest Group Wealth Management held 39,326 shares of iShares Core S&P Small-Cap ETF worth $3.8M as of Q1 2023.
Harvest Group Wealth Management bought 12,220 iShares Core S&P Small-Cap ETF shares in Q1 2023, an estimated $1.22M.
iShares Core S&P Small-Cap ETF made up 2.36% of Harvest Group Wealth Management's portfolio in Q1 2023, its #21 holding.
Harvest Group Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and has held it in 9 quarters since.
2,115 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.