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

Oxler Private Wealth’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 Q4	–	Sell	-696	Closed	-$691K	–	213
2022 Q3	$691K	Buy	696 +3	+0.4%	+$291	0.39%	60
2022 Q2	$64.1K	Buy	+693	New	+$68.9K	0.03%	140
2021 Q1	–	Sell	-540	Closed	-$49K	–	168
2020 Q4	$49K	Buy	+540	New	+$44.4K	0.03%	163

Other funds holding IJR

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oxler Private Wealth's IJR Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2022, closing a stake of 696 shares — an estimated $691K sold.

Oxler Private Wealth first reported a position in IJR in Q4 2020 and held it in 3 quarters. The position peaked at $691K in Q3 2022. 2,131 funds tracked by Wall St. Rank hold IJR as of Q4 2022.

Oxler Private Wealth reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 696 iShares Core S&P Small-Cap ETF shares in Q4 2022, an estimated $691K.
Oxler Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 3 quarters.
Oxler Private Wealth's iShares Core S&P Small-Cap ETF position peaked at $691K in Q3 2022.
2,131 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.