Steward Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Steward Financial Group’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	$2K	Buy	+25	New	+$2.5K	﹤0.01%	994
2022 Q3	–	Sell	-276	Closed	-$25K	–	666
2022 Q2	$25K	Buy	+276	New	+$27.4K	0.02%	152

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

Steward Financial Group's IJR Position: Q3 2023 in Review

Steward Financial Group opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2023: 25 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #994 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in IJR as recently as Q2 2022.

Steward Financial Group first reported a position in IJR in Q2 2022 and has held it in 2 quarters since. The position peaked at $25K in Q2 2022. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2023.

Steward Financial Group held 25 shares of iShares Core S&P Small-Cap ETF worth $2K as of Q3 2023.
iShares Core S&P Small-Cap ETF was a new Steward Financial Group position in Q3 2023.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #994 holding.
Steward Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 2 quarters since.
Steward Financial Group's iShares Core S&P Small-Cap ETF position peaked at $25K in Q2 2022.
2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.