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

Summit Securities 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
Q2 		– Sell
-76
Closed -$7K – 992
2023
Q1 		$7K Buy
+76
New +$7.6K ﹤0.01% 700
2022
Q4 		– Sell
-1,500
Closed -$131K – 1246
2022
Q3 		$131K Buy
+1,500
New +$146K 0.01% 487

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

Summit Securities Group's IJR Position: Q2 2023 in Review

Summit Securities Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2023, closing a stake of 76 shares — an estimated $7K sold.

Summit Securities Group first reported a position in IJR in Q3 2022 and held it in 2 quarters. The position peaked at $131K in Q3 2022. 2,101 funds tracked by Wall St. Rank hold IJR as of Q2 2023.

  • Summit Securities Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Securities Group sold 76 iShares Core S&P Small-Cap ETF shares in Q2 2023, an estimated $7K.
  • Summit Securities Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and held it in 2 quarters.
  • Summit Securities Group's iShares Core S&P Small-Cap ETF position peaked at $131K in Q3 2022.
  • 2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2023.

Based on Summit Securities Group's 13F filing for Q2 2023, filed 14 Aug 2023.