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Caliber Wealth Management (Utah)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Caliber Wealth Management (Utah)’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
-2,652
Closed -$300K – 73
2021
Q2 		$300K Sell
2,652
-2,222
-46% -$248K 0.21% 70
2021
Q1 		$529K Hold
4,874
– – 0.38% 62
2020
Q4 		$448K Buy
+4,874
New +$400K 0.44% 58

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

Caliber Wealth Management (Utah)'s IJR Position: Q3 2021 in Review

Caliber Wealth Management (Utah) sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2021, closing a stake of 2,652 shares — an estimated $300K sold.

Caliber Wealth Management (Utah) first reported a position in IJR in Q4 2020 and held it in 3 quarters. The position peaked at $529K in Q1 2021. 1,810 funds tracked by Wall St. Rank hold IJR as of Q3 2021.

  • Caliber Wealth Management (Utah) reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 2,652 iShares Core S&P Small-Cap ETF shares in Q3 2021, an estimated $300K.
  • Caliber Wealth Management (Utah) first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 3 quarters.
  • Caliber Wealth Management (Utah)'s iShares Core S&P Small-Cap ETF position peaked at $529K in Q1 2021.
  • 1,810 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q3 2021, filed 25 Oct 2021.