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1776 Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

1776 Wealth’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
2020
Q2 		– Sell
-24
Closed -$1K – 345
2020
Q1 		$1K Buy
24
+12
+100% +$894 ﹤0.01% 350
2019
Q4 		$1K Buy
+12
New +$965 ﹤0.01% 323

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

1776 Wealth's IJR Position: Q2 2020 in Review

1776 Wealth sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2020, closing a stake of 24 shares — an estimated $1K sold.

1776 Wealth first reported a position in IJR in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 1,439 funds tracked by Wall St. Rank hold IJR as of Q2 2020.

  • 1776 Wealth reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • 1776 Wealth sold 24 iShares Core S&P Small-Cap ETF shares in Q2 2020, an estimated $1K.
  • 1776 Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 2 quarters.
  • 1776 Wealth's iShares Core S&P Small-Cap ETF position peaked at $1K in Q1 2020.
  • 1,439 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2020.

Based on 1776 Wealth's 13F filing for Q2 2020, filed 4 Aug 2020.