BJ
IJR icon

Brouwer & Janachowski’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Brouwer & Janachowski’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 		$1.92M Sell
17,583
-72
-0.4% -$7.93K 0.33% 21
2021
Q2 		$2M Hold
17,655
– – 0.35% 21
2021
Q1 		$1.92M Sell
17,655
-170
-1% -$17.8K 0.35% 20
2020
Q4 		$1.64M Sell
17,825
-7
-0% -$575 0.29% 22
2020
Q3 		$1.25M Sell
17,832
-95
-0.5% -$6.81K 0.23% 24
2020
Q2 		$1.22M Buy
17,927
+2,317
+15% +$146K 0.23% 23
2020
Q1 		$876K Sell
15,610
-186
-1% -$13.9K 0.17% 23
2019
Q4 		$1.32M Sell
15,796
-262
-2% -$21.1K 0.22% 22
2019
Q3 		$1.25M Buy
16,058
+20
+0.1% +$1.55K 0.22% 21
2019
Q2 		$1.25M Buy
16,038
+294
+2% +$22.8K 0.22% 23
2019
Q1 		$1.22M Sell
15,744
-1,558
-9% -$120K 0.22% 24
2018
Q4 		$1.2M Sell
17,302
-113
-0.6% -$8.73K 0.23% 24
2018
Q3 		$1.52M Sell
17,415
-140
-0.8% -$12.3K 0.27% 24
2018
Q2 		$1.47M Sell
17,555
-751
-4% -$61.2K 0.28% 20
2018
Q1 		$1.41M Sell
18,306
-389
-2% -$30.3K 0.28% 23
2017
Q4 		$1.44M Sell
18,695
-443
-2% -$33.4K 0.27% 27
2017
Q3 		$1.42M Buy
19,138
+290
+2% +$20.3K 0.28% 26
2017
Q2 		$1.32M Sell
18,848
-68
-0.4% -$4.71K 0.27% 25
2017
Q1 		$1.31M Hold
18,916
– – 0.29% 24
2016
Q4 		$1.3M Sell
18,916
-1,634
-8% -$105K 0.31% 24
2016
Q3 		$1.28M Sell
20,550
-2,314
-10% -$141K 0.32% 22
2016
Q2 		$1.33M Sell
22,864
-1,378
-6% -$78.6K 0.36% 24
2016
Q1 		$1.36M Hold
24,242
– – 0.47% 23
2015
Q4 		$1.33M Sell
24,242
-1,896
-7% -$107K 0.72% 20
2015
Q3 		$1.39M Sell
26,138
-2,994
-10% -$170K 0.65% 23
2015
Q2 		$1.72M Sell
29,132
-7,768
-21% -$459K 0.75% 25
2015
Q1 		$2.18M Sell
36,900
-32,952
-47% -$1.89M 0.93% 25
2014
Q4 		$3.98M Sell
69,852
-1,178
-2% -$64.3K 1.72% 17
2014
Q3 		$3.7M Sell
71,030
-1,770
-2% -$96.3K 1.77% 15
2014
Q2 		$4.08M Sell
72,800
-1,396
-2% -$75.5K 1.95% 14
2014
Q1 		$4.09M Buy
74,196
+308
+0.4% +$16.7K 2% 13
2013
Q4 		$4.03M Buy
+73,888
New +$3.86M 1.98% 14

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Brouwer & Janachowski's IJR Position: Q3 2021 in Review

Brouwer & Janachowski reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.41% in Q3 2021, selling an estimated $7.93K and leaving 17,583 shares worth $1.92M. The position accounts for 0.33% of the portfolio, ranked #21.

Brouwer & Janachowski first reported a position in IJR in Q4 2013 and has held it in 32 quarters since. The position peaked at $4.09M in Q1 2014. 1,810 funds tracked by Wall St. Rank hold IJR as of Q3 2021.

  • Brouwer & Janachowski held 17,583 shares of iShares Core S&P Small-Cap ETF worth $1.92M as of Q3 2021.
  • Brouwer & Janachowski sold 72 iShares Core S&P Small-Cap ETF shares in Q3 2021, an estimated $7.93K.
  • iShares Core S&P Small-Cap ETF made up 0.33% of Brouwer & Janachowski's portfolio in Q3 2021, its #21 holding.
  • Brouwer & Janachowski first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and has held it in 32 quarters since.
  • Brouwer & Janachowski's iShares Core S&P Small-Cap ETF position peaked at $4.09M in Q1 2014.
  • 1,810 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2021.

Based on Brouwer & Janachowski's 13F filing for Q3 2021, filed 19 Oct 2021.