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Leo Brokerage’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Leo Brokerage’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 		$1.17M Buy
11,784
+84
+0.7% +$8K 0.13% 114
2023
Q1 		$1.13M Buy
+11,700
New +$1.17M 0.17% 111
2022
Q2 		– Sell
-12,803
Closed -$1.38M – 210
2022
Q1 		$1.38M Buy
+12,803
New +$1.38M 0.22% 71

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Leo Brokerage's IJR Position: Q2 2023 in Review

Leo Brokerage increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.72% in Q2 2023, buying an estimated $8K and bringing the position to 11,784 shares worth $1.17M. The position accounts for 0.13% of the portfolio, ranked #114.

Leo Brokerage first reported a position in IJR in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.38M in Q1 2022. 2,103 funds tracked by Wall St. Rank hold IJR as of Q2 2023.

  • Leo Brokerage held 11,784 shares of iShares Core S&P Small-Cap ETF worth $1.17M as of Q2 2023.
  • Leo Brokerage bought 84 iShares Core S&P Small-Cap ETF shares in Q2 2023, an estimated $8K.
  • iShares Core S&P Small-Cap ETF made up 0.13% of Leo Brokerage's portfolio in Q2 2023, its #114 holding.
  • Leo Brokerage first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 3 quarters since.
  • Leo Brokerage's iShares Core S&P Small-Cap ETF position peaked at $1.38M in Q1 2022.
  • 2,103 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.