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

Surevest’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
2022
Q3 		$6K Hold
65
– – ﹤0.01% 311
2022
Q2 		$6K Buy
+65
New +$6.46K ﹤0.01% 327
2019
Q1 		– Sell
-3,065
Closed -$212K – 134
2018
Q4 		$212K Buy
+3,065
New +$237K 0.17% 125

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Surevest's IJR Position: Q3 2022 in Review

Surevest held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2022 at 65 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Surevest first reported a position in IJR in Q4 2018 and has held it in 3 quarters since. The position peaked at $212K in Q4 2018. 1,949 funds tracked by Wall St. Rank hold IJR as of Q3 2022.

  • Surevest held 65 shares of iShares Core S&P Small-Cap ETF worth $6K as of Q3 2022.
  • Surevest left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2022.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #311 holding.
  • Surevest first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 3 quarters since.
  • Surevest's iShares Core S&P Small-Cap ETF position peaked at $212K in Q4 2018.
  • 1,949 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.