Spectrum Planning & Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Spectrum Planning & Advisory Services’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	-6,496	Closed	-$615K	–	43
2022 Q4	$615K	Sell	6,496 -5,706	-47%	-$547K	0.84%	23
2022 Q3	$1.06M	Buy	+12,202	New	+$1.19M	1.08%	18

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Spectrum Planning & Advisory Services's IJR Position: Q1 2023 in Review

Spectrum Planning & Advisory Services sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2023, closing a stake of 6,496 shares — an estimated $615K sold.

Spectrum Planning & Advisory Services first reported a position in IJR in Q3 2022 and held it in 2 quarters. The position peaked at $1.06M in Q3 2022. 2,114 funds tracked by Wall St. Rank hold IJR as of Q1 2023.

Spectrum Planning & Advisory Services reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 6,496 iShares Core S&P Small-Cap ETF shares in Q1 2023, an estimated $615K.
Spectrum Planning & Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and held it in 2 quarters.
Spectrum Planning & Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $1.06M in Q3 2022.
2,114 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2023.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2023, filed 18 Apr 2023.