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Shilanski & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Shilanski & Associates’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
-148,085
Closed -$12.9M – 146
2022
Q3 		$12.9M Buy
+148,085
New +$14.4M 4.74% 7
2020
Q1 		– Sell
-2,536
Closed -$213K – 89
2019
Q4 		$213K Buy
+2,536
New +$204K 0.16% 80

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Shilanski & Associates's IJR Position: Q4 2022 in Review

Shilanski & Associates sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2022, closing a stake of 148,085 shares — an estimated $12.9M sold.

Shilanski & Associates first reported a position in IJR in Q4 2019 and held it in 2 quarters. The position peaked at $12.9M in Q3 2022. 2,132 funds tracked by Wall St. Rank hold IJR as of Q4 2022.

  • Shilanski & Associates reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 148,085 iShares Core S&P Small-Cap ETF shares in Q4 2022, an estimated $12.9M.
  • Shilanski & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Shilanski & Associates's iShares Core S&P Small-Cap ETF position peaked at $12.9M in Q3 2022.
  • 2,132 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.