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

Blooom 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
2021 Q3	–	Sell	-1,014	Closed	-$279K	–	48
2021 Q2	$279K	Sell	1,014 -269	-21%	-$30K	0.21%	38
2021 Q1	$322K	Buy	1,283 +616	+92%	+$64.5K	0.25%	37
2020 Q4	$210K	Buy	+667	New	+$54.8K	0.17%	40

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Blooom Inc's IJR Position: Q3 2021 in Review

Blooom Inc sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2021, closing a stake of 1,014 shares — an estimated $279K sold.

Blooom Inc first reported a position in IJR in Q4 2020 and held it in 3 quarters. The position peaked at $322K in Q1 2021. 1,812 funds tracked by Wall St. Rank hold IJR as of Q3 2021.

Blooom Inc reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
Blooom Inc sold 1,014 iShares Core S&P Small-Cap ETF shares in Q3 2021, an estimated $279K.
Blooom Inc first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 3 quarters.
Blooom Inc's iShares Core S&P Small-Cap ETF position peaked at $322K in Q1 2021.
1,812 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2021.

Based on Blooom Inc's 13F filing for Q3 2021, filed 19 Oct 2021.