Keystone Financial Services (Colorado)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Keystone Financial Services (Colorado)’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 Q1	–	Sell	-24,192	Closed	-$2.51M	–	81
2022 Q4	$2.51M	Buy	24,192 +49	+0.2%	+$4.7K	1.35%	13
2022 Q3	$2.32M	Sell	24,143 -11,821	-33%	-$1.15M	1.35%	14
2022 Q2	$3.63M	Sell	35,964 -9,531	-21%	-$948K	1.98%	9
2022 Q1	$4.38M	Sell	45,495 -10,323	-18%	-$1.11M	2.52%	9
2021 Q4	$6.39M	Buy	+55,818	New	+$6.36M	3.28%	8

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Keystone Financial Services (Colorado)'s IJR Position: Q1 2023 in Review

Keystone Financial Services (Colorado) sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2023, closing a stake of 24,192 shares — an estimated $2.51M sold.

Keystone Financial Services (Colorado) first reported a position in IJR in Q4 2021 and held it in 5 quarters. The position peaked at $6.39M in Q4 2021. 2,114 funds tracked by Wall St. Rank hold IJR as of Q1 2023.

Keystone Financial Services (Colorado) reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
Keystone Financial Services (Colorado) sold 24,192 iShares Core S&P Small-Cap ETF shares in Q1 2023, an estimated $2.51M.
Keystone Financial Services (Colorado) first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 5 quarters.
Keystone Financial Services (Colorado)'s iShares Core S&P Small-Cap ETF position peaked at $6.39M in Q4 2021.
2,114 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2023.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2023, filed 28 Apr 2023.