Schrum Private Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Schrum Private Wealth Management’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	-2,782	Closed	-$257K	–	112
2022 Q2	$257K	Buy	2,782 +5	+0.2%	+$497	0.29%	93
2022 Q1	$280K	Buy	2,777 +5	+0.2%	+$540	0.28%	92
2021 Q4	$318K	Buy	+2,772	New	+$316K	0.29%	92

Other funds holding IJR

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Schrum Private Wealth Management's IJR Position: Q3 2022 in Review

Schrum Private Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2022, closing a stake of 2,782 shares — an estimated $257K sold.

Schrum Private Wealth Management first reported a position in IJR in Q4 2021 and held it in 3 quarters. The position peaked at $318K in Q4 2021. 1,949 funds tracked by Wall St. Rank hold IJR as of Q3 2022.

Schrum Private Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
Schrum Private Wealth Management sold 2,782 iShares Core S&P Small-Cap ETF shares in Q3 2022, an estimated $257K.
Schrum Private Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 3 quarters.
Schrum Private Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $318K 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 Schrum Private Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.