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

Tower Wealth Partners’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 Q4	–	Sell	-5,725	Closed	-$540K	–	57
2023 Q3	$540K	Sell	5,725 -49	-0.8%	-$4.89K	0.44%	30
2023 Q2	$575K	Sell	5,774 -35	-0.6%	-$3.33K	0.46%	27
2023 Q1	$562K	Buy	5,809 +12	+0.2%	+$1.2K	0.47%	27
2022 Q4	$549K	Sell	5,797 -42	-0.7%	-$4.03K	0.48%	28
2022 Q3	$572K	Sell	5,839 -109	-2%	-$10.6K	0.54%	25
2022 Q2	$550K	Buy	5,948 +300	+5%	+$29.8K	0.73%	21
2022 Q1	$609K	Sell	5,648 -12	-0.2%	-$1.29K	0.66%	22
2021 Q4	$648K	Sell	5,660 -15	-0.3%	-$1.71K	0.66%	20
2021 Q3	$620K	Buy	5,675 +60	+1%	+$6.61K	0.65%	20
2021 Q2	$634K	Sell	5,615 -13	-0.2%	-$1.45K	0.7%	20
2021 Q1	$611K	Buy	+5,628	New	+$589K	0.79%	22

Other funds holding IJR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Tower Wealth Partners's IJR Position: Q4 2023 in Review

Tower Wealth Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2023, closing a stake of 5,725 shares — an estimated $540K sold.

Tower Wealth Partners first reported a position in IJR in Q1 2021 and held it in 11 quarters. The position peaked at $648K in Q4 2021. 2,309 funds tracked by Wall St. Rank hold IJR as of Q4 2023.

Tower Wealth Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
Tower Wealth Partners sold 5,725 iShares Core S&P Small-Cap ETF shares in Q4 2023, an estimated $540K.
Tower Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and held it in 11 quarters.
Tower Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $648K in Q4 2021.
2,309 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2023.

Based on Tower Wealth Partners's 13F filing for Q4 2023, filed 22 Jan 2024.