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

Monetary Management Group’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 Q2	–	Sell	-30	Closed	-$2.9K	–	343
2023 Q1	$2.9K	Buy	+30	New	+$3K	﹤0.01%	336
2021 Q4	–	Sell	-30	Closed	-$3K	–	354
2021 Q3	$3K	Buy	+30	New	+$3.3K	﹤0.01%	342
2021 Q1	–	Sell	-30	Closed	-$3K	–	314
2020 Q4	$3K	Buy	+30	New	+$2.46K	﹤0.01%	314
2019 Q3	–	Sell	-30	Closed	-$2K	–	298
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	308
2019 Q1	$2K	Hold	30	–	–	﹤0.01%	296
2018 Q4	$2K	Buy	+30	New	+$2.32K	﹤0.01%	289
2018 Q3	–	Sell	-30	Closed	-$3K	–	311
2018 Q2	$3K	Buy	+30	New	+$2.44K	﹤0.01%	311
2017 Q4	–	Sell	-10	Closed	-$1K	–	307
2017 Q3	$1K	Buy	+10	New	+$701	﹤0.01%	305

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Monetary Management Group's IJR Position: Q2 2023 in Review

Monetary Management Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2023, closing a stake of 30 shares — an estimated $2.9K sold.

Monetary Management Group first reported a position in IJR in Q3 2017 and held it in 8 quarters. The position peaked at $3K in Q3 2021. 2,101 funds tracked by Wall St. Rank hold IJR as of Q2 2023.

Monetary Management Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
Monetary Management Group sold 30 iShares Core S&P Small-Cap ETF shares in Q2 2023, an estimated $2.9K.
Monetary Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2017 and held it in 8 quarters.
Monetary Management Group's iShares Core S&P Small-Cap ETF position peaked at $3K in Q3 2021.
2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2023.

Based on Monetary Management Group's 13F filing for Q2 2023, filed 11 Aug 2023.