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

Horizon 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
2022
Q4 		– Sell
-2,620
Closed -$228K – 72
2022
Q3 		$228K Sell
2,620
-4,034
-61% -$392K 0.17% 58
2022
Q2 		$615K Buy
6,654
+3,459
+108% +$344K 0.25% 47
2022
Q1 		$345K Hold
3,195
– – 0.11% 75
2021
Q4 		$366K Buy
+3,195
New +$364K 0.11% 73

Other funds holding IJR

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horizon Wealth Management's IJR Position: Q4 2022 in Review

Horizon Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2022, closing a stake of 2,620 shares — an estimated $228K sold.

Horizon Wealth Management first reported a position in IJR in Q4 2021 and held it in 4 quarters. The position peaked at $615K in Q2 2022. 2,131 funds tracked by Wall St. Rank hold IJR as of Q4 2022.

  • Horizon Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Horizon Wealth Management sold 2,620 iShares Core S&P Small-Cap ETF shares in Q4 2022, an estimated $228K.
  • Horizon Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 4 quarters.
  • Horizon Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $615K in Q2 2022.
  • 2,131 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2022.

Based on Horizon Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.