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Capital Square’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Capital Square’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
Q2 		– Sell
-1,393
Closed -$78K – 205
2020
Q1 		$78K Buy
+1,393
New +$104K 0.09% 164

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Capital Square's IJR Position: Q2 2020 in Review

Capital Square sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2020, closing a stake of 1,393 shares — an estimated $78K sold.

Capital Square first reported a position in IJR in Q1 2020 and held it in 1 quarter. The position peaked at $78K in Q1 2020. 1,440 funds tracked by Wall St. Rank hold IJR as of Q2 2020.

  • Capital Square reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Square sold 1,393 iShares Core S&P Small-Cap ETF shares in Q2 2020, an estimated $78K.
  • Capital Square first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and held it in 1 quarter.
  • Capital Square's iShares Core S&P Small-Cap ETF position peaked at $78K in Q1 2020.
  • 1,440 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2020.

Based on Capital Square's 13F filing for Q2 2020, filed 27 Jul 2020.