Rex Capital Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Rex Capital 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
2022 Q4	$1.64M	Buy	+17,283	New	+$1.66M	1.07%	11

Other funds holding IJR

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rex Capital Advisors's IJR Position: Q4 2022 in Review

Rex Capital Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q4 2022: 17,283 shares worth $1.64M. The stake represents 1.07% of the portfolio and ranks #11 among its holdings.

2,131 funds tracked by Wall St. Rank hold IJR as of Q4 2022.

Rex Capital Advisors held 17,283 shares of iShares Core S&P Small-Cap ETF worth $1.64M as of Q4 2022.
iShares Core S&P Small-Cap ETF was a new Rex Capital Advisors position in Q4 2022.
iShares Core S&P Small-Cap ETF made up 1.07% of Rex Capital Advisors's portfolio in Q4 2022, its #11 holding.
2,131 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2022.

Based on Rex Capital Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.