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

Karp Capital 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 Q1	–	Sell	-4,189	Closed	-$480K	–	144
2021 Q4	$480K	Sell	4,189 -107	-2%	-$12.2K	0.06%	110
2021 Q3	$469K	Buy	4,296 +67	+2%	+$7.38K	0.07%	120
2021 Q2	$478K	Buy	+4,229	New	+$472K	0.07%	121
2020 Q1	–	Sell	-3,547	Closed	-$297K	–	99
2019 Q4	$297K	Hold	3,547	–	–	0.08%	93
2019 Q3	$276K	Hold	3,547	–	–	0.08%	95
2019 Q2	$278K	Hold	3,547	–	–	0.09%	97
2019 Q1	$274K	Buy	3,547 +2,714	+326%	+$208K	0.1%	104
2018 Q4	$58K	Buy	+833	New	+$64.4K	0.03%	131

Other funds holding IJR

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Karp Capital Management's IJR Position: Q1 2022 in Review

Karp Capital Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2022, closing a stake of 4,189 shares — an estimated $480K sold.

Karp Capital Management first reported a position in IJR in Q4 2018 and held it in 8 quarters. The position peaked at $480K in Q4 2021. 2,059 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

Karp Capital Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
Karp Capital Management sold 4,189 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $480K.
Karp Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and held it in 8 quarters.
Karp Capital Management's iShares Core S&P Small-Cap ETF position peaked at $480K in Q4 2021.
2,059 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on Karp Capital Management's 13F filing for Q1 2022, filed 11 Apr 2022.