Lake Point Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Lake Point Wealth Management’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 Q2	$52K	Buy	567 +9	+2%	+$895	0.03%	63
2022 Q1	$60K	Hold	558	–	–	0.03%	61
2021 Q4	$64K	Hold	558	–	–	0.03%	63
2021 Q3	$61K	Sell	558 -10	-2%	-$1.1K	0.03%	56
2021 Q2	$64K	Buy	+568	New	+$63.4K	0.03%	57
2020 Q1	$1.13M	Buy	20,083 +8,914	+80%	+$664K	0.99%	13
2019 Q4	$937K	Buy	+11,169	New	+$899K	0.31%	22
2019 Q2	$1K	Hold	8	–	–	﹤0.01%	609
2019 Q1	$1K	Sell	8 -28,048	-100%	-$2.15M	﹤0.01%	608
2018 Q4	$1.95M	Buy	+28,056	New	+$2.17M	0.73%	31

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lake Point Wealth Management's IJR Position: Q2 2022 in Review

Lake Point Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.6% in Q2 2022, buying an estimated $895 and bringing the position to 567 shares worth $52K. The position accounts for 0.03% of the portfolio, ranked #63.

Lake Point Wealth Management first reported a position in IJR in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.95M in Q4 2018. 1,983 funds tracked by Wall St. Rank hold IJR as of Q2 2022.

Lake Point Wealth Management held 567 shares of iShares Core S&P Small-Cap ETF worth $52K as of Q2 2022.
Lake Point Wealth Management bought 9 iShares Core S&P Small-Cap ETF shares in Q2 2022, an estimated $895.
iShares Core S&P Small-Cap ETF made up 0.03% of Lake Point Wealth Management's portfolio in Q2 2022, its #63 holding.
Lake Point Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $1.95M in Q4 2018.
1,983 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.