Mangham Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Mangham Associates’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 Q3	$2.41M	Buy	25,616 +84	+0.3%	+$8.39K	4.48%	5
2023 Q2	$2.54M	Buy	25,532 +2,780	+12%	+$265K	4.33%	5
2023 Q1	$2.2M	Buy	22,752 +10,471	+85%	+$1.05M	3.48%	7
2022 Q4	$1.16M	Buy	12,281 +10,377	+545%	+$995K	1.69%	7
2022 Q3	$166K	Hold	1,904	–	–	0.2%	16
2022 Q2	$176K	Buy	+1,904	New	+$189K	0.19%	15

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Mangham Associates's IJR Position: Q3 2023 in Review

Mangham Associates increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.33% in Q3 2023, buying an estimated $8.39K and bringing the position to 25,616 shares worth $2.41M. The position accounts for 4.48% of the portfolio, ranked #5.

Mangham Associates first reported a position in IJR in Q2 2022 and has held it in 6 quarters since. The position peaked at $2.54M in Q2 2023. 2,102 funds tracked by Wall St. Rank hold IJR as of Q3 2023.

Mangham Associates held 25,616 shares of iShares Core S&P Small-Cap ETF worth $2.41M as of Q3 2023.
Mangham Associates bought 84 iShares Core S&P Small-Cap ETF shares in Q3 2023, an estimated $8.39K.
iShares Core S&P Small-Cap ETF made up 4.48% of Mangham Associates's portfolio in Q3 2023, its #5 holding.
Mangham Associates first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 6 quarters since.
Mangham Associates's iShares Core S&P Small-Cap ETF position peaked at $2.54M in Q2 2023.
2,102 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2023.

Based on Mangham Associates's 13F filing for Q3 2023, filed 16 Oct 2023.