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Centerstone Investors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Centerstone Investors’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
Q4 		– Sell
-4,500
Closed -$491K – 23
2021
Q3 		$491K Buy
+4,500
New +$495K 0.47% 22

Other funds holding IJR

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
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 $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Centerstone Investors's IJR Position: Q4 2021 in Review

Centerstone Investors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2021, closing a stake of 4,500 shares — an estimated $491K sold.

Centerstone Investors first reported a position in IJR in Q3 2021 and held it in 1 quarter. The position peaked at $491K in Q3 2021. 2,049 funds tracked by Wall St. Rank hold IJR as of Q4 2021.

  • Centerstone Investors reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Centerstone Investors sold 4,500 iShares Core S&P Small-Cap ETF shares in Q4 2021, an estimated $491K.
  • Centerstone Investors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and held it in 1 quarter.
  • Centerstone Investors's iShares Core S&P Small-Cap ETF position peaked at $491K in Q3 2021.
  • 2,049 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2021.

Based on Centerstone Investors's 13F filing for Q4 2021, filed 14 Feb 2022.