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O'Donnell Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

O'Donnell Financial Services’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 		– Sell
-2,301
Closed -$248K – 40
2022
Q1 		$248K Sell
2,301
-1,832
-44% -$198K 0.11% 34
2021
Q4 		$430K Sell
4,133
-2,462
-37% -$281K 0.2% 27
2021
Q3 		$720K Buy
+6,595
New +$726K 0.35% 27

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

O'Donnell Financial Services's IJR Position: Q2 2022 in Review

O'Donnell Financial Services sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2022, closing a stake of 2,301 shares — an estimated $248K sold.

O'Donnell Financial Services first reported a position in IJR in Q3 2021 and held it in 3 quarters. The position peaked at $720K in Q3 2021. 1,983 funds tracked by Wall St. Rank hold IJR as of Q2 2022.

  • O'Donnell Financial Services reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • O'Donnell Financial Services sold 2,301 iShares Core S&P Small-Cap ETF shares in Q2 2022, an estimated $248K.
  • O'Donnell Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and held it in 3 quarters.
  • O'Donnell Financial Services's iShares Core S&P Small-Cap ETF position peaked at $720K in Q3 2021.
  • 1,983 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2022.

Based on O'Donnell Financial Services's 13F filing for Q2 2022, filed 27 Jul 2022.