LYNX CAPITAL GROUP LTD /ADV’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’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 Q4	$4.7M	Buy	+43,449	New	+$4.19M	3.43%	1

Other funds holding IJR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LYNX CAPITAL GROUP LTD /ADV's IJR Position: Q4 2023 in Review

LYNX CAPITAL GROUP LTD /ADV opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q4 2023: 43,449 shares worth $4.7M. The stake represents 3.43% of the portfolio and ranks #1 among its holdings.

2,311 funds tracked by Wall St. Rank hold IJR as of Q4 2023.

LYNX CAPITAL GROUP LTD /ADV held 43,449 shares of iShares Core S&P Small-Cap ETF worth $4.7M as of Q4 2023.
iShares Core S&P Small-Cap ETF was a new LYNX CAPITAL GROUP LTD /ADV position in Q4 2023.
iShares Core S&P Small-Cap ETF made up 3.43% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q4 2023, its #1 holding.
2,311 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2023.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q4 2023, filed 7 Aug 2026.