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

Wipfli 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
2022 Q3	$32.5M	Buy	373,166 +44,067	+13%	+$4.28M	2.29%	9
2022 Q2	$30.4M	Buy	329,099 +24,431	+8%	+$2.43M	3.31%	9
2022 Q1	$32.9M	Buy	304,668 +24,557	+9%	+$2.65M	3.32%	9
2021 Q4	$32.1M	Buy	280,111 +29,205	+12%	+$3.33M	3.68%	9
2021 Q3	$27.4M	Buy	250,906 +16,791	+7%	+$1.85M	3.49%	9
2021 Q2	$26.5M	Buy	234,115 +232,156	+11,851%	+$25.9M	3.74%	8
2021 Q1	$213K	Buy	+1,959	New	+$205K	0.12%	32

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Wipfli Financial Advisors's IJR Position: Q3 2022 in Review

Wipfli Financial Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 13% in Q3 2022, buying an estimated $4.28M and bringing the position to 373,166 shares worth $32.5M. The position accounts for 2.29% of the portfolio, ranked #9.

Wipfli Financial Advisors first reported a position in IJR in Q1 2021 and has held it in 7 quarters since. The position peaked at $32.9M in Q1 2022. 1,949 funds tracked by Wall St. Rank hold IJR as of Q3 2022.

Wipfli Financial Advisors held 373,166 shares of iShares Core S&P Small-Cap ETF worth $32.5M as of Q3 2022.
Wipfli Financial Advisors bought 44,067 iShares Core S&P Small-Cap ETF shares in Q3 2022, an estimated $4.28M.
iShares Core S&P Small-Cap ETF made up 2.29% of Wipfli Financial Advisors's portfolio in Q3 2022, its #9 holding.
Wipfli Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 7 quarters since.
Wipfli Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $32.9M in Q1 2022.
1,949 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.