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

MinichMacGregor Wealth 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
Q1 		– Sell
-906
Closed -$85.7K – 343
2022
Q4 		$85.7K Buy
+906
New +$86.9K 0.03% 128
2022
Q3 		– Sell
-60,227
Closed -$5.57M – 80
2022
Q2 		$5.57M Sell
60,227
-17,703
-23% -$1.76M 2.29% 15
2022
Q1 		$8.41M Sell
77,930
-18,018
-19% -$1.94M 2.69% 15
2021
Q4 		$11M Buy
95,948
+5,649
+6% +$644K 3.34% 9
2021
Q3 		$9.86M Buy
90,299
+208
+0.2% +$22.9K 3.32% 11
2021
Q2 		$10.2M Buy
90,091
+4,106
+5% +$458K 3.57% 9
2021
Q1 		$9.33M Buy
+85,985
New +$9M 3.49% 12
2020
Q2 		– Sell
-38,632
Closed -$2.21M – 87
2020
Q1 		$2.21M Buy
+38,632
New +$2.88M 1.98% 7
2019
Q3 		– Sell
-63,396
Closed -$4.97M – 53
2019
Q2 		$4.97M Buy
63,396
+39,768
+168% +$3.09M 3.47% 14
2019
Q1 		$1.84M Sell
23,628
-71,761
-75% -$5.51M 1.39% 20
2018
Q4 		$7.08M Buy
95,389
+21,213
+29% +$1.64M 4.84% 4
2018
Q3 		$6.37M Buy
74,176
+6,663
+10% +$584K 4.21% 8
2018
Q2 		$5.69M Buy
67,513
+2,432
+4% +$198K 4.05% 6
2018
Q1 		$5.01M Buy
65,081
+1,218
+2% +$94.8K 3.9% 10
2017
Q4 		$4.91M Buy
63,863
+15,811
+33% +$1.19M 3.83% 12
2017
Q3 		$3.57M Buy
48,052
+2,487
+5% +$174K 2.96% 14
2017
Q2 		$3.19M Buy
45,565
+907
+2% +$62.8K 2.77% 15
2017
Q1 		$3.09M Buy
44,658
+484
+1% +$33.4K 2.78% 13
2016
Q4 		$3.04M Buy
44,174
+25,710
+139% +$1.66M 2.84% 14
2016
Q3 		$1.15M Buy
18,464
+1,174
+7% +$71.7K 1.08% 16
2016
Q2 		$1M Sell
17,290
-36
-0.2% -$2.05K 0.95% 17
2016
Q1 		$975K Sell
17,326
-42,476
-71% -$2.22M 0.94% 17
2015
Q4 		$3.5M Buy
+59,802
New +$3.37M 3.26% 13

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

MinichMacGregor Wealth Management's IJR Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2023, closing a stake of 906 shares — an estimated $85.7K sold.

MinichMacGregor Wealth Management first reported a position in IJR in Q4 2015 and held it in 23 quarters. The position peaked at $11M in Q4 2021. 2,115 funds tracked by Wall St. Rank hold IJR as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 906 iShares Core S&P Small-Cap ETF shares in Q1 2023, an estimated $85.7K.
  • MinichMacGregor Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and held it in 23 quarters.
  • MinichMacGregor Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $11M in Q4 2021.
  • 2,115 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.