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

Argent 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
2020
Q2 		$721K Sell
9,553
-1,363
-12% -$86.1K 0.12% 93
2020
Q1 		$602K Hold
10,916
– – 0.12% 88
2019
Q4 		$915K Buy
+10,916
New +$878K 0.15% 87

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

Argent Wealth Management's IJR Position: Q2 2020 in Review

Argent Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q2 2020, selling an estimated $86.1K and leaving 9,553 shares worth $721K. The position accounts for 0.12% of the portfolio, ranked #93.

Argent Wealth Management first reported a position in IJR in Q4 2019 and has held it in 3 quarters since. The position peaked at $915K in Q4 2019. 1,439 funds tracked by Wall St. Rank hold IJR as of Q2 2020.

  • Argent Wealth Management held 9,553 shares of iShares Core S&P Small-Cap ETF worth $721K as of Q2 2020.
  • Argent Wealth Management sold 1,363 iShares Core S&P Small-Cap ETF shares in Q2 2020, an estimated $86.1K.
  • iShares Core S&P Small-Cap ETF made up 0.12% of Argent Wealth Management's portfolio in Q2 2020, its #93 holding.
  • Argent Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $915K in Q4 2019.
  • 1,439 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.