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

S.C. Financial Services’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	$201K	Sell	2,119 -979	-32%	-$93.9K	0.31%	115
2022 Q3	$270K	Buy	+3,098	New	+$301K	0.43%	84
2022 Q2	–	Sell	-4,996	Closed	-$539K	–	135
2022 Q1	$539K	Sell	4,996 -2,069	-29%	-$223K	0.69%	49
2021 Q4	$798K	Buy	+7,065	New	+$805K	0.92%	31

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

S.C. Financial Services's IJR Position: Q4 2022 in Review

S.C. Financial Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 32% in Q4 2022, selling an estimated $93.9K and leaving 2,119 shares worth $201K. The position accounts for 0.31% of the portfolio, ranked #115.

S.C. Financial Services first reported a position in IJR in Q4 2021 and has held it in 4 quarters since. The position peaked at $798K in Q4 2021. 2,131 funds tracked by Wall St. Rank hold IJR as of Q4 2022.

S.C. Financial Services held 2,119 shares of iShares Core S&P Small-Cap ETF worth $201K as of Q4 2022.
S.C. Financial Services sold 979 iShares Core S&P Small-Cap ETF shares in Q4 2022, an estimated $93.9K.
iShares Core S&P Small-Cap ETF made up 0.31% of S.C. Financial Services's portfolio in Q4 2022, its #115 holding.
S.C. Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 4 quarters since.
S.C. Financial Services's iShares Core S&P Small-Cap ETF position peaked at $798K 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 S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.