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Relaxing Retirement Coach’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Relaxing Retirement Coach’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
Q2 		$386K Buy
+3,874
New +$369K 0.12% 54
2022
Q3 		– Sell
-2,226
Closed -$206K – 55
2022
Q2 		$206K Sell
2,226
-406
-15% -$40.4K 0.1% 54
2022
Q1 		$284K Buy
2,632
+2
+0.1% +$216 0.15% 45
2021
Q4 		$301K Sell
2,630
-157
-6% -$17.9K 0.17% 43
2021
Q3 		$304K Hold
2,787
– – 0.25% 41
2021
Q2 		$315K Sell
2,787
-851
-23% -$94.9K 0.27% 39
2021
Q1 		$395K Sell
3,638
-9,109
-71% -$953K 0.45% 35
2020
Q4 		$1.17M Sell
12,747
-54,933
-81% -$4.51M 1.28% 27
2020
Q3 		$4.75M Buy
67,680
+17,189
+34% +$1.23M 2.07% 19
2020
Q2 		$3.45M Sell
50,491
-31,580
-38% -$1.99M 2.43% 18
2020
Q1 		$4.61M Sell
82,071
-53,961
-40% -$4.02M 2.84% 15
2019
Q4 		$11.4M Buy
136,032
+2,205
+2% +$177K 3.34% 15
2019
Q3 		$10.4M Buy
133,827
+3,081
+2% +$239K 3.22% 17
2019
Q2 		$10.2M Buy
130,746
+2,045
+2% +$159K 3.13% 17
2019
Q1 		$9.93M Buy
128,701
+8,055
+7% +$619K 3.09% 17
2018
Q4 		$8.36M Sell
120,646
-667
-0.5% -$51.5K 2.83% 17
2018
Q3 		$10.6M Sell
121,313
-3,099
-2% -$271K 3.17% 14
2018
Q2 		$10.4M Buy
124,412
+21,563
+21% +$1.76M 3.2% 14
2018
Q1 		$7.92M Buy
102,849
+39,514
+62% +$3.08M 2.5% 18
2017
Q4 		$4.86M Buy
+63,335
New +$4.77M 1.58% 27

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Relaxing Retirement Coach's IJR Position: Q2 2023 in Review

Relaxing Retirement Coach opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2023: 3,874 shares worth $386K. The stake represents 0.12% of the portfolio and ranks #54 among its holdings. This is a return to the name: Relaxing Retirement Coach previously reported a position in IJR as recently as Q2 2022.

Relaxing Retirement Coach first reported a position in IJR in Q4 2017 and has held it in 20 quarters since. The position peaked at $11.4M in Q4 2019. 2,103 funds tracked by Wall St. Rank hold IJR as of Q2 2023.

  • Relaxing Retirement Coach held 3,874 shares of iShares Core S&P Small-Cap ETF worth $386K as of Q2 2023.
  • iShares Core S&P Small-Cap ETF was a new Relaxing Retirement Coach position in Q2 2023.
  • iShares Core S&P Small-Cap ETF made up 0.12% of Relaxing Retirement Coach's portfolio in Q2 2023, its #54 holding.
  • Relaxing Retirement Coach first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 20 quarters since.
  • Relaxing Retirement Coach's iShares Core S&P Small-Cap ETF position peaked at $11.4M in Q4 2019.
  • 2,103 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.