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

Altavista Wealth 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 Q4	$2.51M	Sell	21,950 -474	-2%	-$54K	0.51%	42
2021 Q3	$2.45M	Sell	22,424 -445	-2%	-$49K	0.54%	40
2021 Q2	$2.58M	Sell	22,869 -1,296	-5%	-$145K	0.56%	41
2021 Q1	$2.62M	Sell	24,165 -64	-0.3%	-$6.7K	0.64%	39
2020 Q4	$2.23M	Sell	24,229 -733	-3%	-$60.2K	0.56%	44
2020 Q3	$1.75M	Buy	24,962 +2,119	+9%	+$152K	0.48%	47
2020 Q2	$1.56M	Buy	22,843 +7,967	+54%	+$503K	0.45%	48
2020 Q1	$835K	Buy	14,876 +10,043	+208%	+$748K	0.29%	64
2019 Q4	$405K	Buy	4,833 +663	+16%	+$53.3K	0.12%	118
2019 Q3	$325K	Buy	4,170 +333	+9%	+$25.8K	0.1%	133
2019 Q2	$300K	Buy	3,837 +445	+13%	+$34.5K	0.1%	129
2019 Q1	$262K	Sell	3,392 -78	-2%	-$5.99K	0.09%	134
2018 Q4	$241K	Buy	3,470 +771	+29%	+$59.6K	0.1%	134
2018 Q3	$236K	Buy	2,699 +103	+4%	+$9.02K	0.09%	139
2018 Q2	$217K	Buy	+2,596	New	+$212K	0.09%	137

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

Altavista Wealth Management's IJR Position: Q4 2021 in Review

Altavista Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.1% in Q4 2021, selling an estimated $54K and leaving 21,950 shares worth $2.51M. The position accounts for 0.51% of the portfolio, ranked #42.

Altavista Wealth Management first reported a position in IJR in Q2 2018 and has held it in 15 quarters since. The position peaked at $2.62M in Q1 2021. 2,049 funds tracked by Wall St. Rank hold IJR as of Q4 2021.

Altavista Wealth Management held 21,950 shares of iShares Core S&P Small-Cap ETF worth $2.51M as of Q4 2021.
Altavista Wealth Management sold 474 iShares Core S&P Small-Cap ETF shares in Q4 2021, an estimated $54K.
iShares Core S&P Small-Cap ETF made up 0.51% of Altavista Wealth Management's portfolio in Q4 2021, its #42 holding.
Altavista Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 15 quarters since.
Altavista Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $2.62M in Q1 2021.
2,049 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.