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Resolute Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Resolute Financial’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
Q4 		$2.16M Sell
22,864
-1,172
-5% -$112K 1.84% 11
2022
Q3 		$2.1M Sell
24,036
-1,267
-5% -$123K 1.99% 10
2022
Q2 		$2.34M Sell
25,303
-888
-3% -$88.3K 2.03% 10
2022
Q1 		$2.83M Buy
26,191
+290
+1% +$31.3K 2.3% 7
2021
Q4 		$2.97M Buy
+25,901
New +$2.95M 2.22% 7

Other funds holding IJR

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Resolute Financial's IJR Position: Q4 2022 in Review

Resolute Financial reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.9% in Q4 2022, selling an estimated $112K and leaving 22,864 shares worth $2.16M. The position accounts for 1.84% of the portfolio, ranked #11.

Resolute Financial first reported a position in IJR in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.97M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold IJR as of Q4 2022.

  • Resolute Financial held 22,864 shares of iShares Core S&P Small-Cap ETF worth $2.16M as of Q4 2022.
  • Resolute Financial sold 1,172 iShares Core S&P Small-Cap ETF shares in Q4 2022, an estimated $112K.
  • iShares Core S&P Small-Cap ETF made up 1.84% of Resolute Financial's portfolio in Q4 2022, its #11 holding.
  • Resolute Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's iShares Core S&P Small-Cap ETF position peaked at $2.97M in Q4 2021.
  • 2,131 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.