Berman Capital Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Berman Capital 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 Q1	–	Sell	-44	Closed	-$4K	–	1824
2020 Q4	$4K	Buy	+44	New	+$3.62K	﹤0.01%	1220
2020 Q3	–	Sell	-208	Closed	-$14K	–	1681
2020 Q2	$14K	Buy	+208	New	+$13.1K	﹤0.01%	653
2019 Q3	–	Sell	-2,566	Closed	-$200K	–	1501
2019 Q2	$200K	Sell	2,566 -702	-21%	-$54.5K	0.06%	129
2019 Q1	$252K	Hold	3,268	–	–	0.08%	110
2018 Q4	$226K	Sell	3,268 -3,702	-53%	-$286K	0.09%	94
2018 Q3	$608K	Sell	6,970 -632	-8%	-$55.4K	0.26%	47
2018 Q2	$634K	Sell	7,602 -1,717	-18%	-$140K	0.22%	49
2018 Q1	$718K	Sell	9,319 -1,306	-12%	-$102K	0.27%	45
2017 Q4	$816K	Buy	+10,625	New	+$801K	0.27%	46

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Berman Capital Advisors's IJR Position: Q1 2021 in Review

Berman Capital Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2021, closing a stake of 44 shares — an estimated $4K sold.

Berman Capital Advisors first reported a position in IJR in Q4 2017 and held it in 9 quarters. The position peaked at $816K in Q4 2017. 1,790 funds tracked by Wall St. Rank hold IJR as of Q1 2021.

Berman Capital Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
Berman Capital Advisors sold 44 iShares Core S&P Small-Cap ETF shares in Q1 2021, an estimated $4K.
Berman Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and held it in 9 quarters.
Berman Capital Advisors's iShares Core S&P Small-Cap ETF position peaked at $816K in Q4 2017.
1,790 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2021.

Based on Berman Capital Advisors's 13F filing for Q1 2021, filed 11 May 2021.