PIWA
IJR icon

Prevail Innovative Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Prevail Innovative Wealth Advisors’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
Q3 		– Sell
-24,563
Closed -$2.45M – 138
2023
Q2 		$2.45M Buy
+24,563
New +$2.34M 1.34% 23

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Prevail Innovative Wealth Advisors's IJR Position: Q3 2023 in Review

Prevail Innovative Wealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2023, closing a stake of 24,563 shares — an estimated $2.45M sold.

Prevail Innovative Wealth Advisors first reported a position in IJR in Q2 2023 and held it in 1 quarter. The position peaked at $2.45M in Q2 2023. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2023.

  • Prevail Innovative Wealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 24,563 iShares Core S&P Small-Cap ETF shares in Q3 2023, an estimated $2.45M.
  • Prevail Innovative Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $2.45M in Q2 2023.
  • 2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.