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

Parker Investment 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 Q1	–	Sell	-3,998	Closed	-$378K	–	30
2022 Q4	$378K	Buy	+3,998	New	+$383K	0.09%	22
2018 Q4	–	Sell	-23,814	Closed	-$2.08M	–	33
2018 Q3	$2.08M	Buy	23,814 +3,304	+16%	+$289K	0.63%	12
2018 Q2	$1.71M	Buy	20,510 +1,250	+6%	+$102K	0.59%	12
2018 Q1	$1.48M	Buy	19,260 +409	+2%	+$31.8K	0.53%	13
2017 Q4	$1.45M	Sell	18,851 -579	-3%	-$43.6K	0.53%	14
2017 Q3	$1.44M	Buy	19,430 +590	+3%	+$41.3K	0.63%	13
2017 Q2	$1.32M	Sell	18,840 -3,076	-14%	-$213K	0.66%	11
2017 Q1	$1.52M	Sell	21,916 -6,088	-22%	-$420K	0.78%	12
2016 Q4	$1.93M	Buy	+28,004	New	+$1.81M	1.04%	12

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Parker Investment Management's IJR Position: Q1 2023 in Review

Parker Investment Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2023, closing a stake of 3,998 shares — an estimated $378K sold.

Parker Investment Management first reported a position in IJR in Q4 2016 and held it in 9 quarters. The position peaked at $2.08M in Q3 2018. 2,114 funds tracked by Wall St. Rank hold IJR as of Q1 2023.

Parker Investment Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
Parker Investment Management sold 3,998 iShares Core S&P Small-Cap ETF shares in Q1 2023, an estimated $378K.
Parker Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and held it in 9 quarters.
Parker Investment Management's iShares Core S&P Small-Cap ETF position peaked at $2.08M in Q3 2018.
2,114 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2023.

Based on Parker Investment Management's 13F filing for Q1 2023, filed 2 May 2023.