Tillar-Wenstrup Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Tillar-Wenstrup Advisors’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	-2,300	Closed	-$201K	–	47
2022 Q3	$201K	Buy	+2,300	New	+$223K	0.1%	45
2020 Q1	–	Sell	-26,152	Closed	-$2.19M	–	33
2019 Q4	$2.19M	Sell	26,152 -579	-2%	-$46.6K	1.22%	27
2019 Q3	$2.08M	Sell	26,731 -1,187	-4%	-$91.9K	1.21%	23
2019 Q2	$2.19M	Sell	27,918 -188	-0.7%	-$14.6K	1.23%	24
2019 Q1	$2.17M	Sell	28,106 -1,568	-5%	-$120K	1.25%	22
2018 Q4	$2.06M	Sell	29,674 -1,432	-5%	-$111K	1.35%	24
2018 Q3	$2.71M	Sell	31,106 -851	-3%	-$74.5K	1.48%	26
2018 Q2	$2.67M	Sell	31,957 -930	-3%	-$75.8K	1.48%	24
2018 Q1	$2.53M	Buy	+32,887	New	+$2.56M	1.48%	23

Other funds holding IJR

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tillar-Wenstrup Advisors's IJR Position: Q4 2022 in Review

Tillar-Wenstrup Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2022, closing a stake of 2,300 shares — an estimated $201K sold.

Tillar-Wenstrup Advisors first reported a position in IJR in Q1 2018 and held it in 9 quarters. The position peaked at $2.71M in Q3 2018. 2,131 funds tracked by Wall St. Rank hold IJR as of Q4 2022.

Tillar-Wenstrup Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 2,300 iShares Core S&P Small-Cap ETF shares in Q4 2022, an estimated $201K.
Tillar-Wenstrup Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and held it in 9 quarters.
Tillar-Wenstrup Advisors's iShares Core S&P Small-Cap ETF position peaked at $2.71M in Q3 2018.
2,131 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2022.

Based on Tillar-Wenstrup Advisors's 13F filing for Q4 2022, filed 24 Jan 2023.