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

Blue Chip 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 Q3	$1.87M	Sell	26,582 -252	-0.9%	-$18.1K	1.47%	15
2020 Q2	$1.83M	Sell	26,834 -1,086	-4%	-$68.6K	1.74%	14
2020 Q1	$1.57M	Sell	27,920 -5,200	-16%	-$387K	1.95%	13
2019 Q4	$2.78M	Buy	33,120 +179	+0.5%	+$14.4K	2.57%	8
2019 Q3	$2.56M	Sell	32,941 -25	-0.1%	-$1.94K	2.68%	8
2019 Q2	$2.58M	Sell	32,966 -1,222	-4%	-$94.9K	2.72%	7
2019 Q1	$2.64M	Sell	34,188 -1,682	-5%	-$129K	2.99%	6
2018 Q4	$2.49M	Sell	35,870 -1,484	-4%	-$115K	3.26%	6
2018 Q3	$3.26M	Buy	37,354 +67	+0.2%	+$5.87K	3.28%	3
2018 Q2	$3.11M	Buy	37,287 +951	+3%	+$77.5K	3.38%	3
2018 Q1	$2.8M	Buy	+36,336	New	+$2.83M	2.86%	6

Other funds holding IJR

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

FCAS

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

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

Blue Chip Wealth Management's IJR Position: Q3 2020 in Review

Blue Chip Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.94% in Q3 2020, selling an estimated $18.1K and leaving 26,582 shares worth $1.87M. The position accounts for 1.47% of the portfolio, ranked #15.

Blue Chip Wealth Management first reported a position in IJR in Q1 2018 and has held it in 11 quarters since. The position peaked at $3.26M in Q3 2018. 1,453 funds tracked by Wall St. Rank hold IJR as of Q3 2020.

Blue Chip Wealth Management held 26,582 shares of iShares Core S&P Small-Cap ETF worth $1.87M as of Q3 2020.
Blue Chip Wealth Management sold 252 iShares Core S&P Small-Cap ETF shares in Q3 2020, an estimated $18.1K.
iShares Core S&P Small-Cap ETF made up 1.47% of Blue Chip Wealth Management's portfolio in Q3 2020, its #15 holding.
Blue Chip Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $3.26M in Q3 2018.
1,453 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.