TD Ameritrade Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

TD Ameritrade Investment 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
2023 Q3	–	Sell	-758	Closed	-$76K	–	218
2023 Q2	$76K	Sell	758 -42	-5%	-$4K	﹤0.01%	233
2023 Q1	$77K	Sell	800 -15	-2%	-$1.5K	﹤0.01%	239
2022 Q4	$77K	Sell	815 -267	-25%	-$25.6K	﹤0.01%	246
2022 Q3	$94K	Sell	1,082 -40	-4%	-$3.88K	﹤0.01%	247
2022 Q2	$104K	Sell	1,122 -27	-2%	-$2.69K	﹤0.01%	253
2022 Q1	$124K	Sell	1,149 -47	-4%	-$5.07K	﹤0.01%	276
2021 Q4	$137K	Sell	1,196 -666	-36%	-$75.9K	﹤0.01%	267
2021 Q3	$131K	Buy	1,862 +511	+38%	+$56.3K	﹤0.01%	236
2021 Q2	$153K	Sell	1,351 -81	-6%	-$9.04K	﹤0.01%	251
2021 Q1	$132K	Hold	1,432	–	–	﹤0.01%	247
2020 Q4	$132K	Sell	1,432 -430	-23%	-$35.3K	﹤0.01%	247
2020 Q3	$131K	Sell	1,862 -541,448	-100%	-$38.8M	﹤0.01%	236
2020 Q2	$37.1M	Sell	543,310 -9,926	-2%	-$627K	0.31%	44
2020 Q1	$31M	Sell	553,236 -213,262	-28%	-$15.9M	0.29%	47
2019 Q4	$64.3M	Sell	766,498 -134,397	-15%	-$10.8M	0.49%	38
2019 Q3	$70.1M	Sell	900,895 -35,900	-4%	-$2.78M	0.56%	37
2019 Q2	$73.3M	Sell	936,795 -42,770	-4%	-$3.32M	0.6%	35
2019 Q1	$75.6M	Sell	979,565 -36,193	-4%	-$2.78M	0.63%	36
2018 Q4	$70.4M	Sell	1,015,758 -73,027	-7%	-$5.64M	0.65%	36
2018 Q3	$95M	Sell	1,088,785 -64,316	-6%	-$5.63M	0.78%	32
2018 Q2	$96.2M	Buy	1,153,101 +1,148,081	+22,870%	+$93.6M	0.82%	30
2018 Q1	$387K	Buy	5,020 +4,922	+5,022%	+$383K	﹤0.01%	78
2017 Q4	$8K	Buy	+98	New	+$7.39K	﹤0.01%	96
2014 Q2	–	Sell	-398	Closed	-$22K	–	95
2014 Q1	$22K	Buy	398 +244	+158%	+$13.2K	﹤0.01%	87
2013 Q4	$8K	Sell	154 -374	-71%	-$19.6K	﹤0.01%	101
2013 Q3	$26K	Buy	528 +262	+98%	+$12.7K	﹤0.01%	94
2013 Q2	$12K	Buy	+266	New	+$11.8K	﹤0.01%	100

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

TD Ameritrade Investment Management's IJR Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2023, closing a stake of 758 shares — an estimated $76K sold.

TD Ameritrade Investment Management first reported a position in IJR in Q2 2013 and held it in 27 quarters. The position peaked at $96.2M in Q2 2018. 2,102 funds tracked by Wall St. Rank hold IJR as of Q3 2023.

TD Ameritrade Investment Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 758 iShares Core S&P Small-Cap ETF shares in Q3 2023, an estimated $76K.
TD Ameritrade Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and held it in 27 quarters.
TD Ameritrade Investment Management's iShares Core S&P Small-Cap ETF position peaked at $96.2M in Q2 2018.
2,102 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.