Kistler-Tiffany Companies’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kistler-Tiffany Companies’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	$316K	Buy	3,167 +141	+5%	+$13.4K	0.05%	270
2023 Q1	$293K	Sell	3,026 -27	-0.9%	-$2.7K	0.06%	248
2022 Q4	$289K	Buy	3,053 +81	+3%	+$7.77K	0.06%	200
2022 Q3	$259K	Buy	2,972 +1	+0%	+$97	0.06%	176
2022 Q2	$275K	Buy	2,971 +129	+5%	+$12.8K	0.06%	175
2022 Q1	$307K	Buy	2,842 +93	+3%	+$10K	0.06%	173
2021 Q4	$315K	Sell	2,749 -20	-0.7%	-$2.28K	0.06%	159
2021 Q3	$302K	Buy	2,769 +1	+0%	+$110	0.07%	149
2021 Q2	$313K	Sell	2,768 -109	-4%	-$12.2K	0.07%	152
2021 Q1	$312K	Sell	2,877 -48	-2%	-$5.02K	0.08%	136
2020 Q4	$269K	Buy	2,925 +303	+12%	+$24.9K	0.08%	137
2020 Q3	$184K	Hold	2,622	–	–	0.06%	152
2020 Q2	$179K	Sell	2,622 -247	-9%	-$15.6K	0.06%	145
2020 Q1	$241K	Hold	2,869	–	–	0.09%	125
2019 Q4	$241K	Buy	2,869 +545	+23%	+$43.8K	0.08%	129
2019 Q3	$181K	Sell	2,324 -154	-6%	-$11.9K	0.07%	141
2019 Q2	$194K	Buy	2,478 +465	+23%	+$36.1K	0.07%	133
2019 Q1	$155K	Buy	2,013 +185	+10%	+$14.2K	0.06%	148
2018 Q4	$127K	Buy	1,828 +62	+4%	+$4.79K	0.06%	148
2018 Q3	$154K	Hold	1,766	–	–	0.06%	145
2018 Q2	$147K	Hold	1,766	–	–	0.07%	153
2018 Q1	$136K	Hold	1,766	–	–	0.06%	167
2017 Q4	$136K	Hold	1,766	–	–	0.05%	175
2017 Q3	$131K	Hold	1,766	–	–	0.05%	179
2017 Q2	$124K	Sell	1,766 -1,460	-45%	-$101K	0.06%	169
2017 Q1	$223K	Hold	3,226	–	–	0.11%	112
2016 Q4	$222K	Sell	3,226 -198	-6%	-$12.8K	0.11%	113
2016 Q3	$213K	Hold	3,424	–	–	0.11%	114
2016 Q2	$199K	Sell	3,424 -14	-0.4%	-$798	0.1%	123
2016 Q1	$194K	Hold	3,438	–	–	0.11%	115
2015 Q4	$189K	Hold	3,438	–	–	0.1%	122
2015 Q3	$183K	Hold	3,438	–	–	0.11%	126
2015 Q2	$203K	Buy	3,438 +920	+37%	+$54.4K	0.12%	119
2015 Q1	$149K	Hold	2,518	–	–	0.09%	132
2014 Q4	$144K	Buy	2,518 +2	+0.1%	+$109	0.09%	135
2014 Q3	$131K	Buy	2,516 +448	+22%	+$24.4K	0.09%	147
2014 Q2	$116K	Hold	2,068	–	–	0.08%	151
2014 Q1	$114K	Buy	2,068 +14	+0.7%	+$757	0.09%	152
2013 Q4	$112K	Hold	2,054	–	–	0.08%	148
2013 Q3	$102K	Hold	2,054	–	–	0.08%	153
2013 Q2	$93K	Buy	+2,054	New	+$91K	0.08%	154

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

Kistler-Tiffany Companies's IJR Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.7% in Q2 2023, buying an estimated $13.4K and bringing the position to 3,167 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #270.

Kistler-Tiffany Companies first reported a position in IJR in Q2 2013 and has held it in 41 quarters since. 2,102 funds tracked by Wall St. Rank hold IJR as of Q2 2023.

Kistler-Tiffany Companies held 3,167 shares of iShares Core S&P Small-Cap ETF worth $316K as of Q2 2023.
Kistler-Tiffany Companies bought 141 iShares Core S&P Small-Cap ETF shares in Q2 2023, an estimated $13.4K.
iShares Core S&P Small-Cap ETF made up 0.05% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #270 holding.
Kistler-Tiffany Companies first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 41 quarters since.
2,102 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.