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

NEIRG 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
Q3 		– Sell
-3,537
Closed -$353K – 50
2023
Q2 		$353K Hold
3,537
– – 0.07% 111
2023
Q1 		$342K Sell
3,537
-366
-9% -$36.6K 0.06% 120
2022
Q4 		$369K Sell
3,903
-344
-8% -$33K 0.07% 119
2022
Q3 		$370K Sell
4,247
-277
-6% -$26.9K 0.07% 113
2022
Q2 		$418K Hold
4,524
– – 0.09% 105
2022
Q1 		$488K Buy
4,524
+344
+8% +$37.1K 0.1% 98
2021
Q4 		$479K Buy
+4,180
New +$476K 0.09% 92

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