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Main Management Fund Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Main Management Fund Advisors’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 		– Sell
-172,200
Closed -$15.9M – 9
2022
Q2 		$15.9M Buy
+172,200
New +$17.1M 11.25% 3

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Main Management Fund Advisors's IJR Position: Q3 2022 in Review

Main Management Fund Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2022, closing a stake of 172,200 shares — an estimated $15.9M sold.

Main Management Fund Advisors first reported a position in IJR in Q2 2022 and held it in 1 quarter. The position peaked at $15.9M in Q2 2022. 1,950 funds tracked by Wall St. Rank hold IJR as of Q3 2022.

  • Main Management Fund Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Main Management Fund Advisors sold 172,200 iShares Core S&P Small-Cap ETF shares in Q3 2022, an estimated $15.9M.
  • Main Management Fund Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and held it in 1 quarter.
  • Main Management Fund Advisors's iShares Core S&P Small-Cap ETF position peaked at $15.9M in Q2 2022.
  • 1,950 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2022.

Based on Main Management Fund Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.