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Allen Mooney & Barnes Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Allen Mooney & Barnes Investment 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
2022
Q2 		– Sell
-9,901
Closed -$1.07M – 143
2022
Q1 		$1.07M Buy
+9,901
New +$1.07M 0.24% 70

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's IJR Position: Q2 2022 in Review

Allen Mooney & Barnes Investment Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2022, closing a stake of 9,901 shares — an estimated $1.07M sold.

Allen Mooney & Barnes Investment Advisors first reported a position in IJR in Q1 2022 and held it in 1 quarter. The position peaked at $1.07M in Q1 2022. 1,984 funds tracked by Wall St. Rank hold IJR as of Q2 2022.

  • Allen Mooney & Barnes Investment Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 9,901 iShares Core S&P Small-Cap ETF shares in Q2 2022, an estimated $1.07M.
  • Allen Mooney & Barnes Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and held it in 1 quarter.
  • Allen Mooney & Barnes Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.07M in Q1 2022.
  • 1,984 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2022.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2022, filed 23 May 2024.