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Bel Air Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bel Air 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
2021
Q2 		$1.89M Buy
16,727
+307
+2% +$34.2K 0.06% 129
2021
Q1 		$1.78M Buy
+16,420
New +$1.72M 0.06% 136

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
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

Bel Air Investment Advisors's IJR Position: Q2 2021 in Review

Bel Air Investment Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.9% in Q2 2021, buying an estimated $34.2K and bringing the position to 16,727 shares worth $1.89M. The position accounts for 0.06% of the portfolio, ranked #129.

Bel Air Investment Advisors first reported a position in IJR in Q1 2021 and has held it in 2 quarters since. 1,814 funds tracked by Wall St. Rank hold IJR as of Q2 2021.

  • Bel Air Investment Advisors held 16,727 shares of iShares Core S&P Small-Cap ETF worth $1.89M as of Q2 2021.
  • Bel Air Investment Advisors bought 307 iShares Core S&P Small-Cap ETF shares in Q2 2021, an estimated $34.2K.
  • iShares Core S&P Small-Cap ETF made up 0.06% of Bel Air Investment Advisors's portfolio in Q2 2021, its #129 holding.
  • Bel Air Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 2 quarters since.
  • 1,814 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.