Sanford Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sanford Advisory 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	$2.38M	Sell	25,135 -5,176	-17%	-$496K	0.57%	32
2022 Q3	$2.64M	Sell	30,311 -411	-1%	-$39.9K	0.75%	23
2022 Q2	$2.84M	Sell	30,722 -309	-1%	-$30.7K	0.8%	16
2022 Q1	$3.35M	Buy	31,031 +1,179	+4%	+$127K	0.91%	16
2021 Q4	$3.42M	Buy	29,852 +2,643	+10%	+$301K	0.77%	16
2021 Q3	$2.97M	Buy	27,209 +1,263	+5%	+$139K	0.75%	17
2021 Q2	$2.93M	Buy	25,946 +1,735	+7%	+$194K	0.75%	16
2021 Q1	$2.63M	Buy	24,211 +9,502	+65%	+$995K	0.73%	17
2020 Q4	$1.35M	Buy	+14,709	New	+$1.21M	0.43%	28

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

Sanford Advisory Services's IJR Position: Q4 2022 in Review

Sanford Advisory Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 17% in Q4 2022, selling an estimated $496K and leaving 25,135 shares worth $2.38M. The position accounts for 0.57% of the portfolio, ranked #32.

Sanford Advisory Services first reported a position in IJR in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.42M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold IJR as of Q4 2022.

Sanford Advisory Services held 25,135 shares of iShares Core S&P Small-Cap ETF worth $2.38M as of Q4 2022.
Sanford Advisory Services sold 5,176 iShares Core S&P Small-Cap ETF shares in Q4 2022, an estimated $496K.
iShares Core S&P Small-Cap ETF made up 0.57% of Sanford Advisory Services's portfolio in Q4 2022, its #32 holding.
Sanford Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $3.42M 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 Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.