Olympiad Research’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Olympiad Research’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	-2,186	Closed	-$202K	–	292
2022 Q2	$202K	Sell	2,186 -3,187	-59%	-$317K	0.09%	218
2022 Q1	$580K	Sell	5,373 -3,318	-38%	-$358K	0.18%	129
2021 Q4	$995K	Buy	8,691 +888	+11%	+$101K	0.36%	82
2021 Q3	$852K	Sell	7,803 -11,637	-60%	-$1.28M	0.26%	115
2021 Q2	$2.2M	Sell	19,440 -13,079	-40%	-$1.46M	0.76%	52
2021 Q1	$3.53M	Buy	+32,519	New	+$3.4M	1.51%	13
2020 Q4	–	Sell	-19,459	Closed	-$1.37M	–	235
2020 Q3	$1.37M	Buy	19,459 +14,146	+266%	+$1.01M	0.7%	19
2020 Q2	$363K	Sell	5,313 -3,186	-37%	-$201K	0.26%	70
2020 Q1	$477K	Buy	+8,499	New	+$633K	0.48%	39

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Olympiad Research's IJR Position: Q3 2022 in Review

Olympiad Research sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2022, closing a stake of 2,186 shares — an estimated $202K sold.

Olympiad Research first reported a position in IJR in Q1 2020 and held it in 9 quarters. The position peaked at $3.53M in Q1 2021. 1,949 funds tracked by Wall St. Rank hold IJR as of Q3 2022.

Olympiad Research reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
Olympiad Research sold 2,186 iShares Core S&P Small-Cap ETF shares in Q3 2022, an estimated $202K.
Olympiad Research first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and held it in 9 quarters.
Olympiad Research's iShares Core S&P Small-Cap ETF position peaked at $3.53M in Q1 2021.
1,949 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2022.

Based on Olympiad Research's 13F filing for Q3 2022, filed 7 Nov 2022.