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

Wealth 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	$714K	Hold	7,564	–	–	0.32%	33
2023 Q2	$769K	Sell	7,564 -5	-0.1%	-$476	0.33%	33
2023 Q1	$727K	Buy	7,569 +5	+0.1%	+$500	0.35%	34
2022 Q4	$716K	Hold	7,564	–	–	0.38%	31
2022 Q3	$660K	Hold	7,564	–	–	0.34%	35
2022 Q2	$699K	Hold	7,564	–	–	0.34%	36
2022 Q1	$816K	Hold	7,564	–	–	0.3%	35
2021 Q4	$866K	Sell	7,564 -80	-1%	-$9.12K	0.3%	34
2021 Q3	$848K	Hold	7,644	–	–	0.33%	33
2021 Q2	$835K	Hold	7,644	–	–	0.3%	34
2021 Q1	$818K	Hold	7,644	–	–	0.33%	34
2020 Q4	$702K	Hold	7,644	–	–	0.31%	37
2020 Q3	$578K	Sell	7,644 -163	-2%	-$11.7K	0.27%	40
2020 Q2	$533K	Sell	7,807 -32	-0.4%	-$2.02K	0.28%	39
2020 Q1	$445K	Buy	7,839 +195	+3%	+$14.5K	0.29%	39
2019 Q4	$636K	Buy	+7,644	New	+$615K	0.36%	37

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

Wealth Advisors's IJR Position: Q3 2023 in Review

Wealth Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2023 at 7,564 shares worth $714K. The position accounts for 0.32% of the portfolio, ranked #33.

Wealth Advisors first reported a position in IJR in Q4 2019 and has held it in 16 quarters since. The position peaked at $866K in Q4 2021. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2023.

Wealth Advisors held 7,564 shares of iShares Core S&P Small-Cap ETF worth $714K as of Q3 2023.
Wealth 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 0.32% of Wealth Advisors's portfolio in Q3 2023, its #33 holding.
Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 16 quarters since.
Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $866K 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 Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.