Linker Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Linker Capital Management’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	$498K	Hold	5,000	–	–	0.51%	28
2023 Q1	$484K	Hold	5,000	–	–	0.53%	30
2022 Q4	$473K	Hold	5,000	–	–	0.54%	30
2022 Q3	$436K	Hold	5,000	–	–	0.54%	30
2022 Q2	$462K	Hold	5,000	–	–	0.57%	29
2022 Q1	$539K	Hold	5,000	–	–	0.54%	31
2021 Q4	$573K	Buy	+5,000	New	+$570K	0.55%	30

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

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

Linker Capital Management's IJR Position: Q2 2023 in Review

Linker Capital Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2023 at 5,000 shares worth $498K. The position accounts for 0.51% of the portfolio, ranked #28.

Linker Capital Management first reported a position in IJR in Q4 2021 and has held it in 7 quarters since. The position peaked at $573K in Q4 2021. 2,102 funds tracked by Wall St. Rank hold IJR as of Q2 2023.

Linker Capital Management held 5,000 shares of iShares Core S&P Small-Cap ETF worth $498K as of Q2 2023.
Linker Capital Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2023.
iShares Core S&P Small-Cap ETF made up 0.51% of Linker Capital Management's portfolio in Q2 2023, its #28 holding.
Linker Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 7 quarters since.
Linker Capital Management's iShares Core S&P Small-Cap ETF position peaked at $573K in Q4 2021.
2,102 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2023.

Based on Linker Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.