SkyView Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

SkyView Investment Advisors’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 Q3	–	Sell	-11,674	Closed	-$1.16M	–	676
2023 Q2	$1.16M	Hold	11,674	–	–	0.29%	100
2023 Q1	$1.13M	Buy	11,674 +5	+0%	+$500	0.26%	97
2022 Q4	$1.1M	Sell	11,669 -97	-0.8%	-$9.3K	0.33%	86
2022 Q3	$1.03M	Buy	11,766 +334	+3%	+$32.4K	0.3%	99
2022 Q2	$1.06M	Sell	11,432 -6,476	-36%	-$644K	0.28%	110
2022 Q1	$1.77M	Sell	17,908 -2,095	-10%	-$226K	0.42%	55
2021 Q4	$2.29M	Sell	20,003 -236	-1%	-$26.9K	0.52%	47
2021 Q3	$2.21M	Buy	20,239 +256	+1%	+$28.2K	0.62%	40
2021 Q2	$2.17M	Hold	19,983	–	–	1.01%	30
2021 Q1	$2.17M	Sell	19,983 -851	-4%	-$89.1K	0.96%	32
2020 Q4	$1.92M	Buy	+20,834	New	+$1.71M	0.9%	35

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

SkyView Investment Advisors's IJR Position: Q3 2023 in Review

SkyView Investment Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2023, closing a stake of 11,674 shares — an estimated $1.16M sold.

SkyView Investment Advisors first reported a position in IJR in Q4 2020 and held it in 11 quarters. The position peaked at $2.29M in Q4 2021. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2023.

SkyView Investment Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
SkyView Investment Advisors sold 11,674 iShares Core S&P Small-Cap ETF shares in Q3 2023, an estimated $1.16M.
SkyView Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 11 quarters.
SkyView Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $2.29M in Q4 2021.
2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2023.

Based on SkyView Investment Advisors's 13F filing for Q3 2023, filed 17 Nov 2023.