Resource Consulting Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Resource Consulting Group’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	-2,380	Closed	-$237K	–	60
2023 Q2	$237K	Buy	2,380 +152	+7%	+$14.5K	0.05%	62
2023 Q1	$215K	Hold	2,228	–	–	0.06%	34
2022 Q4	$211K	Buy	+2,228	New	+$214K	0.06%	34
2022 Q3	–	Sell	-2,228	Closed	-$206K	–	61
2022 Q2	$206K	Sell	2,228 -321	-13%	-$31.9K	0.09%	61
2022 Q1	$275K	Hold	2,549	–	–	0.1%	69
2021 Q4	$292K	Buy	+2,549	New	+$290K	0.1%	62

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Resource Consulting Group's IJR Position: Q3 2023 in Review

Resource Consulting Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2023, closing a stake of 2,380 shares — an estimated $237K sold.

Resource Consulting Group first reported a position in IJR in Q4 2021 and held it in 6 quarters. The position peaked at $292K in Q4 2021. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2023.

Resource Consulting Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
Resource Consulting Group sold 2,380 iShares Core S&P Small-Cap ETF shares in Q3 2023, an estimated $237K.
Resource Consulting Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 6 quarters.
Resource Consulting Group's iShares Core S&P Small-Cap ETF position peaked at $292K in Q4 2021.
2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2023.

Based on Resource Consulting Group's 13F filing for Q3 2023, filed 5 Oct 2023.