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

Strategic 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
Q2 		– Sell
-3,315
Closed -$321K – 202
2023
Q1 		$321K Sell
3,315
-14,419
-81% -$1.44M 0.06% 160
2022
Q4 		$1.68M Sell
17,734
-163
-0.9% -$15.6K 0.37% 64
2022
Q3 		$1.56M Sell
17,897
-46
-0.3% -$4.47K 0.35% 68
2022
Q2 		$1.66M Sell
17,943
-59
-0.3% -$5.87K 0.35% 69
2022
Q1 		$1.94M Sell
18,002
-718
-4% -$77.5K 0.34% 67
2021
Q4 		$2.14M Sell
18,720
-1,009
-5% -$115K 0.3% 75
2021
Q3 		$2.15M Buy
19,729
+8,642
+78% +$952K 0.46% 52
2021
Q2 		$1.25M Buy
+11,087
New +$1.24M 0.33% 68
2020
Q1 		– Sell
-6,283
Closed -$527K – 156
2019
Q4 		$527K Buy
6,283
+2,192
+54% +$176K 0.18% 108
2019
Q3 		$318K Sell
4,091
-101
-2% -$7.82K 0.12% 138
2019
Q2 		$328K Sell
4,192
-189
-4% -$14.7K 0.13% 130
2019
Q1 		$338K Sell
4,381
-556
-11% -$42.7K 0.13% 127
2018
Q4 		$342K Sell
4,937
-1,001
-17% -$77.4K 0.15% 112
2018
Q3 		$518K Buy
5,938
+1,045
+21% +$91.5K 0.19% 99
2018
Q2 		$408K Buy
4,893
+958
+24% +$78.1K 0.16% 110
2018
Q1 		$303K Buy
3,935
+1
+0% +$78 0.13% 116
2017
Q4 		$302K Sell
3,934
-81
-2% -$6.11K 0.12% 117
2017
Q3 		$298K Buy
4,015
+1
+0% +$70 0.13% 130
2017
Q2 		$281K Sell
4,014
-210
-5% -$14.5K 0.13% 128
2017
Q1 		$292K Buy
4,224
+476
+13% +$32.8K 0.14% 118
2016
Q4 		$258K Buy
3,748
+204
+6% +$13.2K 0.14% 109
2016
Q3 		$220K Buy
+3,544
New +$216K 0.12% 118

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Advisors's IJR Position: Q2 2023 in Review

Strategic Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2023, closing a stake of 3,315 shares — an estimated $321K sold.

Strategic Advisors first reported a position in IJR in Q3 2016 and held it in 22 quarters. The position peaked at $2.15M in Q3 2021. 2,101 funds tracked by Wall St. Rank hold IJR as of Q2 2023.

  • Strategic Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Strategic Advisors sold 3,315 iShares Core S&P Small-Cap ETF shares in Q2 2023, an estimated $321K.
  • Strategic Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2016 and held it in 22 quarters.
  • Strategic Advisors's iShares Core S&P Small-Cap ETF position peaked at $2.15M in Q3 2021.
  • 2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2023.

Based on Strategic Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.