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	-12	Closed	–	–	337
2020 Q1	$0	Hold	12	–	–	﹤0.01%	331
2019 Q4	$1K	Buy	+12	New	+$965	﹤0.01%	323

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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 12 shares.

1776 Wealth first reported a position in IJR in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 1,442 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 12 iShares Core S&P Small-Cap ETF shares in Q2 2020.
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 Q4 2019.
1,442 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.