Advisor Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Advisor Partners’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
2022 Q1	–	Sell	-1,830	Closed	-$210K	–	893
2021 Q4	$210K	Sell	1,830 -325	-15%	-$37K	0.01%	806
2021 Q3	$235K	Buy	+2,155	New	+$237K	0.02%	718
2017 Q4	–	Sell	-3,541	Closed	-$263K	–	574
2017 Q3	$263K	Sell	3,541 -490	-12%	-$34.3K	0.05%	384
2017 Q2	$283K	Buy	4,031 +34	+0.9%	+$2.35K	0.07%	350
2017 Q1	$276K	Buy	3,997 +393	+11%	+$27.1K	0.07%	339
2016 Q4	$248K	Sell	3,604 -1,338	-27%	-$86.3K	0.07%	327
2016 Q3	$307K	Buy	4,942 +202	+4%	+$12.3K	0.1%	246
2016 Q2	$275K	Buy	4,740 +470	+11%	+$26.8K	0.1%	245
2016 Q1	$240K	Buy	+4,270	New	+$223K	0.09%	272
2013 Q3	–	Sell	-4,452	Closed	-$201K	–	220
2013 Q2	$201K	Buy	+4,452	New	+$197K	0.16%	192

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Advisor Partners's IJR Position: Q1 2022 in Review

Advisor Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2022, closing a stake of 1,830 shares — an estimated $210K sold.

Advisor Partners first reported a position in IJR in Q2 2013 and held it in 10 quarters. The position peaked at $307K in Q3 2016. 2,060 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

Advisor Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
Advisor Partners sold 1,830 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $210K.
Advisor Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and held it in 10 quarters.
Advisor Partners's iShares Core S&P Small-Cap ETF position peaked at $307K in Q3 2016.
2,060 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on Advisor Partners's 13F filing for Q1 2022, filed 27 Apr 2022.