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

Minot 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
2022 Q2	$832K	Hold	8,999	–	–	0.21%	84
2022 Q1	$971K	Sell	8,999 -131	-1%	-$14.1K	0.21%	89
2021 Q4	$1.04M	Buy	9,130 +2,410	+36%	+$275K	0.2%	87
2021 Q3	$734K	Buy	6,720 +185	+3%	+$20.4K	0.16%	103
2021 Q2	$719K	Buy	+6,535	New	+$729K	0.16%	106
2020 Q1	–	Sell	-5,657	Closed	-$478K	–	120
2019 Q4	$478K	Buy	+5,657	New	+$455K	0.22%	89

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FCAS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Minot Wealth Management's IJR Position: Q2 2022 in Review

Minot Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2022 at 8,999 shares worth $832K. The position accounts for 0.21% of the portfolio, ranked #84.

Minot Wealth Management first reported a position in IJR in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.04M in Q4 2021. 1,984 funds tracked by Wall St. Rank hold IJR as of Q2 2022.

Minot Wealth Management held 8,999 shares of iShares Core S&P Small-Cap ETF worth $832K as of Q2 2022.
Minot Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2022.
iShares Core S&P Small-Cap ETF made up 0.21% of Minot Wealth Management's portfolio in Q2 2022, its #84 holding.
Minot Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 6 quarters since.
Minot Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $1.04M in Q4 2021.
1,984 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.