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

Keystone Wealth 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
2022 Q1	$10.3M	Buy	95,332 +8,114	+9%	+$876K	4.8%	9
2021 Q4	$9.99M	Buy	87,218 +5,770	+7%	+$658K	4.41%	10
2021 Q3	$8.89M	Buy	81,448 +6,340	+8%	+$698K	4.9%	9
2021 Q2	$8.49M	Buy	75,108 +8,511	+13%	+$949K	5.06%	9
2021 Q1	$7.23M	Sell	66,597 -1,694	-2%	-$177K	4.86%	9
2020 Q4	$6.28M	Buy	+68,291	New	+$5.61M	4.98%	9

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

Keystone Wealth Partners's IJR Position: Q1 2022 in Review

Keystone Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 9.3% in Q1 2022, buying an estimated $876K and bringing the position to 95,332 shares worth $10.3M. The position accounts for 4.8% of the portfolio, ranked #9.

Keystone Wealth Partners first reported a position in IJR in Q4 2020 and has held it in 6 quarters since. 2,059 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

Keystone Wealth Partners held 95,332 shares of iShares Core S&P Small-Cap ETF worth $10.3M as of Q1 2022.
Keystone Wealth Partners bought 8,114 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $876K.
iShares Core S&P Small-Cap ETF made up 4.8% of Keystone Wealth Partners's portfolio in Q1 2022, its #9 holding.
Keystone Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 6 quarters since.
2,059 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.