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Taylor Hoffman Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Taylor Hoffman Wealth Management’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
Q4 		– Sell
-4,048
Closed -$353K – 114
2022
Q3 		$353K Buy
4,048
+755
+23% +$73.3K 0.19% 97
2022
Q2 		$307K Buy
+3,293
New +$327K 0.15% 107

Other funds holding IJR

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Taylor Hoffman Wealth Management's IJR Position: Q4 2022 in Review

Taylor Hoffman Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2022, closing a stake of 4,048 shares — an estimated $353K sold.

Taylor Hoffman Wealth Management first reported a position in IJR in Q2 2022 and held it in 2 quarters. The position peaked at $353K in Q3 2022. 2,131 funds tracked by Wall St. Rank hold IJR as of Q4 2022.

  • Taylor Hoffman Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 4,048 iShares Core S&P Small-Cap ETF shares in Q4 2022, an estimated $353K.
  • Taylor Hoffman Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and held it in 2 quarters.
  • Taylor Hoffman Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $353K in Q3 2022.
  • 2,131 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2022.

Based on Taylor Hoffman Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.