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

Titus 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 Q2	$471K	Buy	5,095 +349	+7%	+$34.7K	0.24%	71
2022 Q1	$512K	Buy	4,746 +55	+1%	+$5.93K	0.23%	74
2021 Q4	$537K	Buy	4,691 +35	+0.8%	+$3.99K	0.24%	72
2021 Q3	$509K	Buy	4,656 +1,370	+42%	+$151K	0.27%	67
2021 Q2	$371K	Sell	3,286 -92	-3%	-$10.3K	0.2%	84
2021 Q1	$367K	Buy	3,378 +54	+2%	+$5.65K	0.21%	81
2020 Q4	$305K	Buy	3,324 +176	+6%	+$14.5K	0.19%	91
2020 Q3	$221K	Buy	+3,148	New	+$226K	0.16%	106
2020 Q1	–	Sell	-3,110	Closed	-$261K	–	107
2019 Q4	$261K	Buy	+3,110	New	+$250K	0.26%	82

Other funds holding IJR

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Titus Wealth Management's IJR Position: Q2 2022 in Review

Titus Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.4% in Q2 2022, buying an estimated $34.7K and bringing the position to 5,095 shares worth $471K. The position accounts for 0.24% of the portfolio, ranked #71.

Titus Wealth Management first reported a position in IJR in Q4 2019 and has held it in 9 quarters since. The position peaked at $537K in Q4 2021. 1,983 funds tracked by Wall St. Rank hold IJR as of Q2 2022.

Titus Wealth Management held 5,095 shares of iShares Core S&P Small-Cap ETF worth $471K as of Q2 2022.
Titus Wealth Management bought 349 iShares Core S&P Small-Cap ETF shares in Q2 2022, an estimated $34.7K.
iShares Core S&P Small-Cap ETF made up 0.24% of Titus Wealth Management's portfolio in Q2 2022, its #71 holding.
Titus Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 9 quarters since.
Titus Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $537K in Q4 2021.
1,983 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.