Investors Asset Management of Georgia’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Investors Asset Management of Georgia’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	-359	Closed	-$31K	–	339
2022 Q3	$31K	Hold	359	–	–	0.02%	363
2022 Q2	$33K	Buy	+359	New	+$35.7K	0.02%	299

Other funds holding IJR

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 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 $187B AUM 21.7% 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 $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Investors Asset Management of Georgia's IJR Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2022, closing a stake of 359 shares — an estimated $31K sold.

Investors Asset Management of Georgia first reported a position in IJR in Q2 2022 and held it in 2 quarters. The position peaked at $33K in Q2 2022. 2,132 funds tracked by Wall St. Rank hold IJR as of Q4 2022.

Investors Asset Management of Georgia reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 359 iShares Core S&P Small-Cap ETF shares in Q4 2022, an estimated $31K.
Investors Asset Management of Georgia first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's iShares Core S&P Small-Cap ETF position peaked at $33K in Q2 2022.
2,132 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.