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

Interactive Financial 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 Q2	–	Sell	-1,070	Closed	-$115K	–	161
2022 Q1	$115K	Buy	+1,070	New	+$115K	0.05%	103
2021 Q4	–	Sell	-379	Closed	-$41K	–	172
2021 Q3	$41K	Sell	379 -94,250	-100%	-$10.4M	0.02%	128
2021 Q2	$10.7M	Sell	94,629 -6,872	-7%	-$767K	4.35%	6
2021 Q1	$11M	Buy	101,501 +100,984	+19,533%	+$10.6M	4.62%	6
2020 Q4	$48K	Sell	517 -266	-34%	-$21.9K	0.02%	115
2020 Q3	$55K	Sell	783 -110	-12%	-$7.88K	0.03%	103
2020 Q2	$61K	Buy	+893	New	+$56.4K	0.03%	95
2020 Q1	–	Sell	-969	Closed	-$81K	–	117
2019 Q4	$81K	Buy	+969	New	+$78K	0.04%	99
2019 Q1	–	Sell	-121	Closed	-$8K	–	124
2018 Q4	$8K	Sell	121 -118,126	-100%	-$9.13M	﹤0.01%	87
2018 Q3	$10.3M	Buy	118,247 +22,558	+24%	+$1.98M	4.9%	6
2018 Q2	$7.99M	Buy	95,689 +7,678	+9%	+$626K	3.78%	9
2018 Q1	$6.78M	Buy	88,011 +87,272	+11,809%	+$6.79M	3.24%	11
2017 Q4	$57K	Sell	739 -357	-33%	-$26.9K	0.03%	89
2017 Q3	$81K	Buy	1,096 +203	+23%	+$14.2K	0.04%	73
2017 Q2	$63K	Sell	893 -203,592	-100%	-$14.1M	0.03%	78
2017 Q1	$14.1M	Sell	204,485 -6,147	-3%	-$424K	6.88%	3
2016 Q4	$14.5M	Buy	210,632 +209,190	+14,507%	+$13.5M	7.29%	3
2016 Q3	$90K	Buy	+1,442	New	+$88.1K	0.05%	72
2016 Q1	–	Sell	-1,272	Closed	-$70K	–	107
2015 Q4	$70K	Buy	+1,272	New	+$71.7K	0.04%	60
2015 Q3	–	Sell	-1,406	Closed	-$83K	–	110
2015 Q2	$83K	Buy	1,406 +426	+43%	+$25.2K	0.04%	65
2015 Q1	$58K	Buy	980 +250	+34%	+$14.3K	0.03%	71
2014 Q4	$42K	Buy	730 +138	+23%	+$7.53K	0.02%	71
2014 Q3	$31K	Buy	592 +324	+121%	+$17.6K	0.02%	72
2014 Q2	$15K	Sell	268 -3,212	-92%	-$174K	0.01%	75
2014 Q1	$192K	Buy	+3,480	New	+$188K	0.11%	45

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Interactive Financial Advisors's IJR Position: Q2 2022 in Review

Interactive Financial Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2022, closing a stake of 1,070 shares — an estimated $115K sold.

Interactive Financial Advisors first reported a position in IJR in Q1 2014 and held it in 25 quarters. The position peaked at $14.5M in Q4 2016. 1,984 funds tracked by Wall St. Rank hold IJR as of Q2 2022.

Interactive Financial Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
Interactive Financial Advisors sold 1,070 iShares Core S&P Small-Cap ETF shares in Q2 2022, an estimated $115K.
Interactive Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2014 and held it in 25 quarters.
Interactive Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $14.5M in Q4 2016.
1,984 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2022.

Based on Interactive Financial Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.