B, B, H, & B Inc’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

B, B, H, & B Inc’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	$2.27M	Sell	21,087 -840	-4%	-$90.6K	2.14%	15
2021 Q4	$2.51M	Buy	21,927 +1,212	+6%	+$138K	2.09%	16
2021 Q3	$2.26M	Sell	20,715 -20,325	-50%	-$2.24M	2.06%	16
2021 Q2	$4.64M	Sell	41,040 -32,654	-44%	-$3.64M	4.5%	8
2021 Q1	$8M	Buy	73,694 +45,246	+159%	+$4.74M	8.32%	4
2020 Q4	$2.61M	Buy	+28,448	New	+$2.34M	2.25%	13

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

B, B, H, & B Inc's IJR Position: Q1 2022 in Review

B, B, H, & B Inc reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.8% in Q1 2022, selling an estimated $90.6K and leaving 21,087 shares worth $2.27M. The position accounts for 2.14% of the portfolio, ranked #15.

B, B, H, & B Inc first reported a position in IJR in Q4 2020 and has held it in 6 quarters since. The position peaked at $8M in Q1 2021. 2,059 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

B, B, H, & B Inc held 21,087 shares of iShares Core S&P Small-Cap ETF worth $2.27M as of Q1 2022.
B, B, H, & B Inc sold 840 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $90.6K.
iShares Core S&P Small-Cap ETF made up 2.14% of B, B, H, & B Inc's portfolio in Q1 2022, its #15 holding.
B, B, H, & B Inc first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 6 quarters since.
B, B, H, & B Inc's iShares Core S&P Small-Cap ETF position peaked at $8M in Q1 2021.
2,059 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on B, B, H, & B Inc's 13F filing for Q1 2022, filed 10 May 2022.