Psagot Value Holdings’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Psagot Value Holdings’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	-1,920	Closed	-$182K	–	545
2022 Q4	$182K	Hold	1,920	–	–	0.05%	201
2022 Q3	$167K	Buy	+1,920	New	+$186K	0.05%	201
2017 Q3	–	Sell	-4,000	Closed	-$280K	–	321
2017 Q2	$280K	Hold	4,000	–	–	0.01%	200
2017 Q1	$277K	Hold	4,000	–	–	0.01%	204
2016 Q4	$275K	Hold	4,000	–	–	0.01%	198
2016 Q3	$248K	Hold	4,000	–	–	0.01%	198
2016 Q2	$232K	Hold	4,000	–	–	0.01%	196
2016 Q1	$225K	Buy	4,000 +2,000	+100%	+$104K	0.01%	237
2015 Q4	$110K	Hold	2,000	–	–	﹤0.01%	283
2015 Q3	$107K	Hold	2,000	–	–	﹤0.01%	278
2015 Q2	$118K	Hold	2,000	–	–	﹤0.01%	293
2015 Q1	$118K	Hold	2,000	–	–	﹤0.01%	274
2014 Q4	$114K	Buy	+2,000	New	+$109K	﹤0.01%	284

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

Psagot Value Holdings's IJR Position: Q1 2023 in Review

Psagot Value Holdings sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2023, closing a stake of 1,920 shares — an estimated $182K sold.

Psagot Value Holdings first reported a position in IJR in Q4 2014 and held it in 13 quarters. The position peaked at $280K in Q2 2017. 2,114 funds tracked by Wall St. Rank hold IJR as of Q1 2023.

Psagot Value Holdings reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
Psagot Value Holdings sold 1,920 iShares Core S&P Small-Cap ETF shares in Q1 2023, an estimated $182K.
Psagot Value Holdings first reported a position in iShares Core S&P Small-Cap ETF in Q4 2014 and held it in 13 quarters.
Psagot Value Holdings's iShares Core S&P Small-Cap ETF position peaked at $280K in Q2 2017.
2,114 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2023.

Based on Psagot Value Holdings's 13F filing for Q1 2023, filed 20 Jun 2023.