Hellman Jordan Management Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hellman Jordan Management Company’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	$4M	Buy	+42,305	New	+$4.06M	6.8%	2

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

Hellman Jordan Management Company's IJR Position: Q4 2022 in Review

Hellman Jordan Management Company opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q4 2022: 42,305 shares worth $4M. The stake represents 6.8% of the portfolio and ranks #2 among its holdings.

2,131 funds tracked by Wall St. Rank hold IJR as of Q4 2022.

Hellman Jordan Management Company held 42,305 shares of iShares Core S&P Small-Cap ETF worth $4M as of Q4 2022.
iShares Core S&P Small-Cap ETF was a new Hellman Jordan Management Company position in Q4 2022.
iShares Core S&P Small-Cap ETF made up 6.8% of Hellman Jordan Management Company's portfolio in Q4 2022, its #2 holding.
2,131 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2022.

Based on Hellman Jordan Management Company's 13F filing for Q4 2022, filed 20 Jan 2023.