O'Brien Wealth Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

O'Brien Wealth Partners’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 Q3	–	Sell	-3,310	Closed	-$306K	–	61
2022 Q2	$306K	Hold	3,310	–	–	0.13%	34
2022 Q1	$318K	Sell	3,310 -677	-17%	-$73.1K	0.13%	29
2021 Q4	$426K	Buy	+3,987	New	+$454K	0.15%	27
2018 Q4	–	Sell	-770	Closed	-$67K	–	130
2018 Q3	$67K	Buy	770 +15	+2%	+$1.31K	0.04%	68
2018 Q2	$63K	Hold	755	–	–	0.05%	34
2018 Q1	$58K	Buy	+755	New	+$58.8K	0.04%	60
2017 Q3	–	Sell	-3,419	Closed	-$240K	–	33
2017 Q2	$240K	Buy	+3,419	New	+$237K	0.13%	31
2016 Q1	–	Sell	-8,524	Closed	-$469K	–	31
2015 Q4	$469K	Buy	+8,524	New	+$480K	0.46%	19

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

O'Brien Wealth Partners's IJR Position: Q3 2022 in Review

O'Brien Wealth Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2022, closing a stake of 3,310 shares — an estimated $306K sold.

O'Brien Wealth Partners first reported a position in IJR in Q4 2015 and held it in 8 quarters. The position peaked at $469K in Q4 2015. 1,950 funds tracked by Wall St. Rank hold IJR as of Q3 2022.

O'Brien Wealth Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
O'Brien Wealth Partners sold 3,310 iShares Core S&P Small-Cap ETF shares in Q3 2022, an estimated $306K.
O'Brien Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and held it in 8 quarters.
O'Brien Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $469K in Q4 2015.
1,950 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2022.

Based on O'Brien Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.