Kessler Investment Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kessler Investment Group’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	-249	Closed	-$29K	–	186
2021 Q4	$29K	Sell	249 -998	-80%	-$114K	0.02%	115
2021 Q3	$136K	Buy	+1,247	New	+$137K	0.1%	77
2021 Q2	–	Sell	-91	Closed	-$10K	–	135
2021 Q1	$10K	Buy	+91	New	+$9.53K	0.01%	89
2018 Q3	–	Sell	-414	Closed	-$35K	–	166
2018 Q2	$35K	Buy	+414	New	+$33.7K	0.04%	100
2017 Q1	–	Sell	-20	Closed	-$1K	–	103
2016 Q4	$1K	Hold	20	–	–	﹤0.01%	91
2016 Q3	$1K	Buy	+20	New	+$1.22K	﹤0.01%	87

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

Kessler Investment Group's IJR Position: Q1 2022 in Review

Kessler Investment Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2022, closing a stake of 249 shares — an estimated $29K sold.

Kessler Investment Group first reported a position in IJR in Q3 2016 and held it in 6 quarters. The position peaked at $136K in Q3 2021. 2,059 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

Kessler Investment Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
Kessler Investment Group sold 249 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $29K.
Kessler Investment Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2016 and held it in 6 quarters.
Kessler Investment Group's iShares Core S&P Small-Cap ETF position peaked at $136K in Q3 2021.
2,059 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on Kessler Investment Group's 13F filing for Q1 2022, filed 20 Apr 2022.