Legacy Wealth Planning’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Legacy Wealth 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
2022 Q3	$211K	Sell	2,425 -92	-4%	-$8.94K	0.35%	68
2022 Q2	$233K	Buy	2,517 +10	+0.4%	+$995	0.33%	75
2022 Q1	$270K	Buy	+2,507	New	+$271K	0.32%	63
2020 Q4	–	Sell	-35,432	Closed	-$2.49M	–	87
2020 Q3	$2.49M	Sell	35,432 -1,799	-5%	-$129K	2.84%	9
2020 Q2	$2.54M	Buy	37,231 +963	+3%	+$60.8K	3.03%	8
2020 Q1	$2.04M	Buy	36,268 +10,405	+40%	+$775K	3.26%	6
2019 Q4	$2.17M	Buy	+25,863	New	+$2.08M	2.46%	10

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Legacy Wealth Planning's IJR Position: Q3 2022 in Review

Legacy Wealth Planning reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.7% in Q3 2022, selling an estimated $8.94K and leaving 2,425 shares worth $211K. The position accounts for 0.35% of the portfolio, ranked #68.

Legacy Wealth Planning first reported a position in IJR in Q4 2019 and has held it in 7 quarters since. The position peaked at $2.54M in Q2 2020. 1,950 funds tracked by Wall St. Rank hold IJR as of Q3 2022.

Legacy Wealth Planning held 2,425 shares of iShares Core S&P Small-Cap ETF worth $211K as of Q3 2022.
Legacy Wealth Planning sold 92 iShares Core S&P Small-Cap ETF shares in Q3 2022, an estimated $8.94K.
iShares Core S&P Small-Cap ETF made up 0.35% of Legacy Wealth Planning's portfolio in Q3 2022, its #68 holding.
Legacy Wealth Planning first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 7 quarters since.
Legacy Wealth Planning's iShares Core S&P Small-Cap ETF position peaked at $2.54M in Q2 2020.
1,950 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.