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

West Wealth Group’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
Q1 		– Sell
-31,367
Closed -$2.97M – 79
2022
Q4 		$2.97M Sell
31,367
-15,466
-33% -$1.48M 1.48% 15
2022
Q3 		$4.08M Buy
+46,833
New +$4.55M 2.07% 11

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

West Wealth Group's IJR Position: Q1 2023 in Review

West Wealth Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2023, closing a stake of 31,367 shares — an estimated $2.97M sold.

West Wealth Group first reported a position in IJR in Q3 2022 and held it in 2 quarters. The position peaked at $4.08M in Q3 2022. 2,114 funds tracked by Wall St. Rank hold IJR as of Q1 2023.

  • West Wealth Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • West Wealth Group sold 31,367 iShares Core S&P Small-Cap ETF shares in Q1 2023, an estimated $2.97M.
  • West Wealth Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and held it in 2 quarters.
  • West Wealth Group's iShares Core S&P Small-Cap ETF position peaked at $4.08M in Q3 2022.
  • 2,114 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2023.

Based on West Wealth Group's 13F filing for Q1 2023, filed 6 Apr 2023.