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Ted Buchan & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Ted Buchan & Co’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
Q1 		– Sell
-2,930
Closed -$277K – 85
2022
Q4 		$277K Buy
+2,930
New +$281K 0.26% 59

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ted Buchan & Co's IJR Position: Q1 2023 in Review

Ted Buchan & Co sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2023, closing a stake of 2,930 shares — an estimated $277K sold.

Ted Buchan & Co first reported a position in IJR in Q4 2022 and held it in 1 quarter. The position peaked at $277K in Q4 2022. 2,114 funds tracked by Wall St. Rank hold IJR as of Q1 2023.

  • Ted Buchan & Co reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Ted Buchan & Co sold 2,930 iShares Core S&P Small-Cap ETF shares in Q1 2023, an estimated $277K.
  • Ted Buchan & Co first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Ted Buchan & Co's iShares Core S&P Small-Cap ETF position peaked at $277K in Q4 2022.
  • 2,114 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2023.

Based on Ted Buchan & Co's 13F filing for Q1 2023, filed 6 Sep 2024.