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

Nauset 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 Q1	$2M	Buy	+18,527	New	+$2M	1.59%	18

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Nauset Wealth Management's IJR Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2022: 18,527 shares worth $2M. The stake represents 1.59% of the portfolio and ranks #18 among its holdings.

2,059 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

Nauset Wealth Management held 18,527 shares of iShares Core S&P Small-Cap ETF worth $2M as of Q1 2022.
iShares Core S&P Small-Cap ETF was a new Nauset Wealth Management position in Q1 2022.
iShares Core S&P Small-Cap ETF made up 1.59% of Nauset Wealth Management's portfolio in Q1 2022, its #18 holding.
2,059 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.