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

Accuvest Global 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
2021
Q2 		– Sell
-54,417
Closed -$5.91M – 105
2021
Q1 		$5.91M Buy
54,417
+53,135
+4,145% +$5.56M 3.16% 5
2020
Q4 		$118K Buy
+1,282
New +$105K 0.36% 28

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Accuvest Global Advisors's IJR Position: Q2 2021 in Review

Accuvest Global Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2021, closing a stake of 54,417 shares — an estimated $5.91M sold.

Accuvest Global Advisors first reported a position in IJR in Q4 2020 and held it in 2 quarters. The position peaked at $5.91M in Q1 2021. 1,813 funds tracked by Wall St. Rank hold IJR as of Q2 2021.

  • Accuvest Global Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Accuvest Global Advisors sold 54,417 iShares Core S&P Small-Cap ETF shares in Q2 2021, an estimated $5.91M.
  • Accuvest Global Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 2 quarters.
  • Accuvest Global Advisors's iShares Core S&P Small-Cap ETF position peaked at $5.91M in Q1 2021.
  • 1,813 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2021.

Based on Accuvest Global Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.