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

Campbell 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 		– Sell
-600
Closed -$41K – 194
2020
Q2 		$41K Buy
+600
New +$37.9K 0.01% 173

Other funds holding IJR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Campbell Wealth Management's IJR Position: Q3 2020 in Review

Campbell Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2020, closing a stake of 600 shares — an estimated $41K sold.

Campbell Wealth Management first reported a position in IJR in Q2 2020 and held it in 1 quarter. The position peaked at $41K in Q2 2020. 1,454 funds tracked by Wall St. Rank hold IJR as of Q3 2020.

  • Campbell Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 600 iShares Core S&P Small-Cap ETF shares in Q3 2020, an estimated $41K.
  • Campbell Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $41K in Q2 2020.
  • 1,454 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.