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

Personal 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
Q2 		– Sell
-87,084
Closed -$9.39M – 27
2022
Q1 		$9.39M Sell
87,084
-3,120
-3% -$337K 4.1% 8
2021
Q4 		$10.3M Sell
90,204
-5,541
-6% -$631K 4.26% 8
2021
Q3 		$10.5M Sell
95,745
-30,129
-24% -$3.32M 4.41% 6
2021
Q2 		$14.2M Sell
125,874
-67,217
-35% -$7.5M 5.74% 3
2021
Q1 		$21M Sell
193,091
-61,222
-24% -$6.41M 9.46% 2
2020
Q4 		$23.4M Buy
254,313
+956
+0.4% +$78.5K 10.93% 2
2020
Q3 		$17.8M Sell
253,357
-14,023
-5% -$1M 9.33% 3
2020
Q2 		$18.3M Buy
267,380
+10,366
+4% +$654K 10.01% 2
2020
Q1 		$14.4M Buy
257,014
+12,933
+5% +$963K 8.67% 3
2019
Q4 		$20.5M Buy
244,081
+23,362
+11% +$1.88M 8.82% 2
2019
Q3 		$17.2M Buy
220,719
+13,263
+6% +$1.03M 7.93% 2
2019
Q2 		$16.2M Buy
207,456
+9,959
+5% +$773K 7.76% 3
2019
Q1 		$15.2M Buy
+197,497
New +$15.2M 8.09% 3

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

Personal Wealth Partners's IJR Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2022, closing a stake of 87,084 shares — an estimated $9.39M sold.

Personal Wealth Partners first reported a position in IJR in Q1 2019 and held it in 13 quarters. The position peaked at $23.4M in Q4 2020. 1,983 funds tracked by Wall St. Rank hold IJR as of Q2 2022.

  • Personal Wealth Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Personal Wealth Partners sold 87,084 iShares Core S&P Small-Cap ETF shares in Q2 2022, an estimated $9.39M.
  • Personal Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and held it in 13 quarters.
  • Personal Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $23.4M in Q4 2020.
  • 1,983 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.