20/20 Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

20/20 Capital Management’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
2021 Q2	$2.16M	Buy	19,097 +51	+0.3%	+$5.69K	0.56%	42
2021 Q1	$2.07M	Buy	19,046 +68	+0.4%	+$7.12K	0.6%	40
2020 Q4	$1.89M	Sell	18,978 -1,265	-6%	-$104K	0.55%	43
2020 Q3	$1.42M	Buy	20,243 +4	+0%	+$287	0.53%	37
2020 Q2	$1.52M	Sell	20,239 -2,165	-10%	-$137K	0.59%	33
2020 Q1	$1.36M	Buy	22,404 +540	+2%	+$40.2K	0.61%	31
2019 Q4	$1.83M	Buy	+21,864	New	+$1.76M	0.74%	29

Other funds holding IJR

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

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

FCAS

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

20/20 Capital Management's IJR Position: Q2 2021 in Review

20/20 Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.27% in Q2 2021, buying an estimated $5.69K and bringing the position to 19,097 shares worth $2.16M. The position accounts for 0.56% of the portfolio, ranked #42.

20/20 Capital Management first reported a position in IJR in Q4 2019 and has held it in 7 quarters since. 1,815 funds tracked by Wall St. Rank hold IJR as of Q2 2021.

20/20 Capital Management held 19,097 shares of iShares Core S&P Small-Cap ETF worth $2.16M as of Q2 2021.
20/20 Capital Management bought 51 iShares Core S&P Small-Cap ETF shares in Q2 2021, an estimated $5.69K.
iShares Core S&P Small-Cap ETF made up 0.56% of 20/20 Capital Management's portfolio in Q2 2021, its #42 holding.
20/20 Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 7 quarters since.
1,815 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.