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

AAFMAA Wealth Management & Trust’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
Q1 		– Sell
-2,330
Closed -$214K – 69
2020
Q4 		$214K Buy
+2,330
New +$191K 0.1% 61

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

AAFMAA Wealth Management & Trust's IJR Position: Q1 2021 in Review

AAFMAA Wealth Management & Trust sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2021, closing a stake of 2,330 shares — an estimated $214K sold.

AAFMAA Wealth Management & Trust first reported a position in IJR in Q4 2020 and held it in 1 quarter. The position peaked at $214K in Q4 2020. 1,790 funds tracked by Wall St. Rank hold IJR as of Q1 2021.

  • AAFMAA Wealth Management & Trust reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • AAFMAA Wealth Management & Trust sold 2,330 iShares Core S&P Small-Cap ETF shares in Q1 2021, an estimated $214K.
  • AAFMAA Wealth Management & Trust first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 1 quarter.
  • AAFMAA Wealth Management & Trust's iShares Core S&P Small-Cap ETF position peaked at $214K in Q4 2020.
  • 1,790 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2021.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q1 2021, filed 29 Apr 2021.