Kelly Lawrence W & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kelly Lawrence W & Associates’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 Q2	–	Sell	-112	Closed	-$10.8K	–	164
2023 Q1	$10.8K	Hold	112	–	–	﹤0.01%	137
2022 Q4	$10.6K	Hold	112	–	–	﹤0.01%	135
2022 Q3	$10K	Buy	+112	New	+$10.9K	﹤0.01%	151

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Kelly Lawrence W & Associates's IJR Position: Q2 2023 in Review

Kelly Lawrence W & Associates sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2023, closing a stake of 112 shares — an estimated $10.8K sold.

Kelly Lawrence W & Associates first reported a position in IJR in Q3 2022 and held it in 3 quarters. The position peaked at $10.8K in Q1 2023. 2,101 funds tracked by Wall St. Rank hold IJR as of Q2 2023.

Kelly Lawrence W & Associates reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
Kelly Lawrence W & Associates sold 112 iShares Core S&P Small-Cap ETF shares in Q2 2023, an estimated $10.8K.
Kelly Lawrence W & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and held it in 3 quarters.
Kelly Lawrence W & Associates's iShares Core S&P Small-Cap ETF position peaked at $10.8K in Q1 2023.
2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2023.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2023, filed 14 Aug 2023.