MIH
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Meitav Investment House’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Meitav Investment House’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 		– Sell
-195
Closed -$19.3K – 427
2023
Q2 		$19.3K Buy
+195
New +$18.6K ﹤0.01% 503

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Meitav Investment House's IJR Position: Q3 2023 in Review

Meitav Investment House sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2023, closing a stake of 195 shares — an estimated $19.3K sold.

Meitav Investment House first reported a position in IJR in Q2 2023 and held it in 1 quarter. The position peaked at $19.3K in Q2 2023. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2023.

  • Meitav Investment House reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 195 iShares Core S&P Small-Cap ETF shares in Q3 2023, an estimated $19.3K.
  • Meitav Investment House first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and held it in 1 quarter.
  • Meitav Investment House's iShares Core S&P Small-Cap ETF position peaked at $19.3K in Q2 2023.
  • 2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.