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

Triad Financial 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
2023 Q3	$546K	Hold	5,786	–	–	0.19%	49
2023 Q2	$577K	Hold	5,786	–	–	0.24%	44
2023 Q1	$560K	Sell	5,786 -46	-0.8%	-$4.6K	0.24%	43
2022 Q4	$552K	Buy	5,832 +46	+0.8%	+$4.41K	0.25%	44
2022 Q3	$504K	Sell	5,786 -392	-6%	-$38.1K	0.27%	43
2022 Q2	$571K	Sell	6,178 -122	-2%	-$12.1K	0.32%	37
2022 Q1	$680K	Hold	6,300	–	–	0.36%	35
2021 Q4	$721K	Buy	+6,300	New	+$718K	0.43%	35

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

Triad Financial Advisors's IJR Position: Q3 2023 in Review

Triad Financial Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2023 at 5,786 shares worth $546K. The position accounts for 0.19% of the portfolio, ranked #49.

Triad Financial Advisors first reported a position in IJR in Q4 2021 and has held it in 8 quarters since. The position peaked at $721K in Q4 2021. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2023.

Triad Financial Advisors held 5,786 shares of iShares Core S&P Small-Cap ETF worth $546K as of Q3 2023.
Triad Financial Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2023.
iShares Core S&P Small-Cap ETF made up 0.19% of Triad Financial Advisors's portfolio in Q3 2023, its #49 holding.
Triad Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $721K in Q4 2021.
2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.