SRG
IJR icon

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

SBB Research 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
2022
Q3 		– Sell
-302,135
Closed -$27.9M – 61
2022
Q2 		$27.9M Sell
302,135
-417,400
-58% -$41.5M 11.18% 4
2022
Q1 		$77.6M Sell
719,535
-439,600
-38% -$47.4M 16.75% 2
2021
Q4 		$133M Buy
+1,159,135
New +$132M 19.86% 3

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SBB Research Group's IJR Position: Q3 2022 in Review

SBB Research Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2022, closing a stake of 302,135 shares — an estimated $27.9M sold.

SBB Research Group first reported a position in IJR in Q4 2021 and held it in 3 quarters. The position peaked at $133M in Q4 2021. 1,949 funds tracked by Wall St. Rank hold IJR as of Q3 2022.

  • SBB Research Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • SBB Research Group sold 302,135 iShares Core S&P Small-Cap ETF shares in Q3 2022, an estimated $27.9M.
  • SBB Research Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 3 quarters.
  • SBB Research Group's iShares Core S&P Small-Cap ETF position peaked at $133M in Q4 2021.
  • 1,949 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2022.

Based on SBB Research Group's 13F filing for Q3 2022, filed 9 Nov 2022.