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ShoreHaven Wealth Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

ShoreHaven Wealth Partners’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
2023
Q1 		– Sell
-15,928
Closed -$1.51M – 81
2022
Q4 		$1.51M Sell
15,928
-629
-4% -$60.3K 1.06% 28
2022
Q3 		$1.44M Buy
16,557
+10,883
+192% +$1.06M 1.1% 25
2022
Q2 		$524K Sell
5,674
-13,060
-70% -$1.3M 0.38% 49
2022
Q1 		$2.02M Buy
+18,734
New +$2.02M 1.07% 30

Other funds holding IJR

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

ShoreHaven Wealth Partners's IJR Position: Q1 2023 in Review

ShoreHaven Wealth Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2023, closing a stake of 15,928 shares — an estimated $1.51M sold.

ShoreHaven Wealth Partners first reported a position in IJR in Q1 2022 and held it in 4 quarters. The position peaked at $2.02M in Q1 2022. 2,115 funds tracked by Wall St. Rank hold IJR as of Q1 2023.

  • ShoreHaven Wealth Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 15,928 iShares Core S&P Small-Cap ETF shares in Q1 2023, an estimated $1.51M.
  • ShoreHaven Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and held it in 4 quarters.
  • ShoreHaven Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $2.02M in Q1 2022.
  • 2,115 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2023.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2023, filed 14 Apr 2023.