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Madden Securities’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Madden Securities’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
-100
Closed -$9.46K – 204
2022
Q4 		$9.46K Buy
+100
New +$9.59K 0.01% 317
2019
Q4 		$809K Buy
+9,652
New +$777K 0.81% 39

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Madden Securities's IJR Position: Q1 2023 in Review

Madden Securities sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2023, closing a stake of 100 shares — an estimated $9.46K sold.

Madden Securities first reported a position in IJR in Q4 2019 and held it in 2 quarters. The position peaked at $809K in Q4 2019. 2,114 funds tracked by Wall St. Rank hold IJR as of Q1 2023.

  • Madden Securities reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Madden Securities sold 100 iShares Core S&P Small-Cap ETF shares in Q1 2023, an estimated $9.46K.
  • Madden Securities first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Madden Securities's iShares Core S&P Small-Cap ETF position peaked at $809K in Q4 2019.
  • 2,114 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.