Leelyn Smith’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-274	Closed	-$25.9K	–	260
2022 Q4	$25.9K	Buy	274 +174	+174%	+$16.7K	0.01%	226
2022 Q3	$9K	Sell	100 -74	-43%	-$7.19K	﹤0.01%	300
2022 Q2	$16K	Hold	174	–	–	﹤0.01%	263
2022 Q1	$19K	Sell	174 -12	-6%	-$1.29K	0.01%	246
2021 Q4	$21K	Buy	186 +12	+7%	+$1.37K	0.01%	244
2021 Q3	$19K	Sell	174 -4	-2%	-$440	0.01%	237
2021 Q2	$20K	Hold	178	–	–	0.01%	234
2021 Q1	$19K	Buy	178 +4	+2%	+$419	0.01%	249
2020 Q4	$16K	Buy	+174	New	+$14.3K	0.01%	244
2020 Q1	–	Sell	-889	Closed	-$75	–	337
2019 Q4	$75	Buy	+889	New	+$71.5K	0.04%	171

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

Goldman Sachs New York $871B AUM 31.28% 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

Leelyn Smith's IJR Position: Q1 2023 in Review

Leelyn Smith sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2023, closing a stake of 274 shares — an estimated $25.9K sold.

Leelyn Smith first reported a position in IJR in Q4 2019 and held it in 10 quarters. The position peaked at $25.9K in Q4 2022. 2,114 funds tracked by Wall St. Rank hold IJR as of Q1 2023.

Leelyn Smith reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 274 iShares Core S&P Small-Cap ETF shares in Q1 2023, an estimated $25.9K.
Leelyn Smith first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 10 quarters.
Leelyn Smith's iShares Core S&P Small-Cap ETF position peaked at $25.9K in Q4 2022.
2,114 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.