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

KB Financial Partners’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
2023 Q3	$92K	Hold	975	–	–	0.03%	201
2023 Q2	$97K	Hold	975	–	–	0.03%	208
2023 Q1	$91K	Hold	975	–	–	0.03%	213
2022 Q4	$92K	Hold	975	–	–	0.03%	220
2022 Q3	$85K	Hold	975	–	–	0.03%	212
2022 Q2	$90K	Hold	975	–	–	0.03%	220
2022 Q1	$105K	Hold	975	–	–	0.03%	221
2021 Q4	$112K	Buy	+975	New	+$111K	0.03%	228
2021 Q3	–	Sell	-975	Closed	-$110K	–	354
2021 Q2	$110K	Hold	975	–	–	0.04%	202
2021 Q1	$106K	Buy	+975	New	+$102K	0.05%	199

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

KB Financial Partners's IJR Position: Q3 2023 in Review

KB Financial Partners held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2023 at 975 shares worth $92K. The position accounts for 0.03% of the portfolio, ranked #201.

KB Financial Partners first reported a position in IJR in Q1 2021 and has held it in 10 quarters since. The position peaked at $112K in Q4 2021. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2023.

KB Financial Partners held 975 shares of iShares Core S&P Small-Cap ETF worth $92K as of Q3 2023.
KB Financial Partners left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2023.
iShares Core S&P Small-Cap ETF made up 0.03% of KB Financial Partners's portfolio in Q3 2023, its #201 holding.
KB Financial Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's iShares Core S&P Small-Cap ETF position peaked at $112K in Q4 2021.
2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.