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Leading Edge Financial Planning’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Leading Edge Financial Planning’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 		– Sell
-3,631
Closed -$351K – 69
2023
Q1 		$351K Buy
3,631
+492
+16% +$49.2K 0.25% 48
2022
Q4 		$297K Buy
+3,139
New +$301K 0.26% 49

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Leading Edge Financial Planning's IJR Position: Q2 2023 in Review

Leading Edge Financial Planning sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2023, closing a stake of 3,631 shares — an estimated $351K sold.

Leading Edge Financial Planning first reported a position in IJR in Q4 2022 and held it in 2 quarters. The position peaked at $351K in Q1 2023. 2,101 funds tracked by Wall St. Rank hold IJR as of Q2 2023.

  • Leading Edge Financial Planning reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Leading Edge Financial Planning sold 3,631 iShares Core S&P Small-Cap ETF shares in Q2 2023, an estimated $351K.
  • Leading Edge Financial Planning first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and held it in 2 quarters.
  • Leading Edge Financial Planning's iShares Core S&P Small-Cap ETF position peaked at $351K in Q1 2023.
  • 2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2023.

Based on Leading Edge Financial Planning's 13F filing for Q2 2023, filed 17 Jul 2023.