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

Riverstone 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	–	Sell	-5,486	Closed	-$478K	–	47
2022 Q3	$478K	Hold	5,486	–	–	0.31%	31
2022 Q2	$507K	Sell	5,486 -84	-2%	-$8.35K	0.32%	31
2022 Q1	$601K	Sell	5,570 -910	-14%	-$98.2K	0.31%	28
2021 Q4	$742K	Buy	6,480 +4,601	+245%	+$524K	0.33%	26
2021 Q3	$205K	Hold	1,879	–	–	0.09%	35
2021 Q2	$212K	Sell	1,879 -2,010	-52%	-$224K	0.1%	36
2021 Q1	$422K	Buy	+3,889	New	+$407K	0.22%	29
2020 Q3	–	Sell	-3,087	Closed	-$211K	–	38
2020 Q2	$211K	Sell	3,087 -1,619	-34%	-$102K	0.16%	36
2020 Q1	$264K	Hold	4,706	–	–	0.27%	31
2019 Q4	$395K	Buy	+4,706	New	+$379K	0.3%	33

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

Riverstone Advisors's IJR Position: Q4 2022 in Review

Riverstone Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2022, closing a stake of 5,486 shares — an estimated $478K sold.

Riverstone Advisors first reported a position in IJR in Q4 2019 and held it in 10 quarters. The position peaked at $742K in Q4 2021. 2,132 funds tracked by Wall St. Rank hold IJR as of Q4 2022.

Riverstone Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
Riverstone Advisors sold 5,486 iShares Core S&P Small-Cap ETF shares in Q4 2022, an estimated $478K.
Riverstone Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 10 quarters.
Riverstone Advisors's iShares Core S&P Small-Cap ETF position peaked at $742K in Q4 2021.
2,132 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2022.

Based on Riverstone Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.