Cascadia Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cascadia Advisory Services’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	$653K	Buy	5,983 +602	+11%	+$66.3K	0.13%	157
2021 Q2	$608K	Buy	5,381 +1,167	+28%	+$130K	0.13%	160
2021 Q1	$457K	Buy	+4,214	New	+$441K	0.1%	171
2020 Q3	$287K	Buy	4,083 +383	+10%	+$27.4K	0.08%	187
2020 Q2	$253K	Buy	+3,700	New	+$234K	0.08%	152
2019 Q4	$425K	Buy	+5,065	New	+$408K	0.12%	146

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FCAS

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

Cascadia Advisory Services's IJR Position: Q3 2021 in Review

Cascadia Advisory Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q3 2021, buying an estimated $66.3K and bringing the position to 5,983 shares worth $653K. The position accounts for 0.13% of the portfolio, ranked #157.

Cascadia Advisory Services first reported a position in IJR in Q4 2019 and has held it in 6 quarters since. 1,811 funds tracked by Wall St. Rank hold IJR as of Q3 2021.

Cascadia Advisory Services held 5,983 shares of iShares Core S&P Small-Cap ETF worth $653K as of Q3 2021.
Cascadia Advisory Services bought 602 iShares Core S&P Small-Cap ETF shares in Q3 2021, an estimated $66.3K.
iShares Core S&P Small-Cap ETF made up 0.13% of Cascadia Advisory Services's portfolio in Q3 2021, its #157 holding.
Cascadia Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 6 quarters since.
1,811 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.