Clear Perspective Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Clear Perspective Advisors’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	$3.77M	Buy	32,926 +220	+0.7%	+$25.1K	1.14%	15
2021 Q3	$3.57M	Sell	32,706 -6,960	-18%	-$766K	1.22%	17
2021 Q2	$4.48M	Buy	39,666 +1,817	+5%	+$203K	1.56%	15
2021 Q1	$4.11M	Buy	37,849 +2,274	+6%	+$238K	1.61%	13
2020 Q4	$3.27M	Buy	35,575 +3,972	+13%	+$326K	1.34%	17
2020 Q3	$879	Sell	31,603 -468	-1%	-$33.5K	0.41%	46
2020 Q2	$2.19M	Buy	32,071 +447	+1%	+$28.2K	1.19%	17
2020 Q1	$1.77M	Sell	31,624 -2,642	-8%	-$197K	1.18%	17
2019 Q4	$2.87M	Buy	34,266 +1,340	+4%	+$108K	1.78%	13
2019 Q3	$2.56M	Sell	32,926 -1,247	-4%	-$96.6K	1.16%	21
2019 Q2	$2.67M	Sell	34,173 -1,234	-3%	-$95.8K	1.72%	13
2019 Q1	$2.73M	Sell	35,407 -1,317	-4%	-$101K	1.94%	12
2018 Q4	$2.55M	Buy	36,724 +1,648	+5%	+$127K	2.12%	9
2018 Q3	$3.06M	Buy	35,076 +5,481	+19%	+$480K	2.27%	8
2018 Q2	$2.47M	Buy	29,595 +23,421	+379%	+$1.91M	1.73%	10
2018 Q1	$475K	Buy	6,174 +438	+8%	+$34.1K	0.35%	80
2017 Q4	$441K	Buy	5,736 +232	+4%	+$17.5K	0.34%	81
2017 Q3	$409K	Buy	5,504 +1,198	+28%	+$84K	0.33%	81
2017 Q2	$302K	Buy	4,306 +1,900	+79%	+$132K	0.25%	97
2017 Q1	$166K	Hold	2,406	–	–	0.11%	130
2016 Q4	$165K	Buy	+2,406	New	+$155K	0.11%	135

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Clear Perspective Advisors's IJR Position: Q4 2021 in Review

Clear Perspective Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.67% in Q4 2021, buying an estimated $25.1K and bringing the position to 32,926 shares worth $3.77M. The position accounts for 1.14% of the portfolio, ranked #15.

Clear Perspective Advisors first reported a position in IJR in Q4 2016 and has held it in 21 quarters since. The position peaked at $4.48M in Q2 2021. 2,049 funds tracked by Wall St. Rank hold IJR as of Q4 2021.

Clear Perspective Advisors held 32,926 shares of iShares Core S&P Small-Cap ETF worth $3.77M as of Q4 2021.
Clear Perspective Advisors bought 220 iShares Core S&P Small-Cap ETF shares in Q4 2021, an estimated $25.1K.
iShares Core S&P Small-Cap ETF made up 1.14% of Clear Perspective Advisors's portfolio in Q4 2021, its #15 holding.
Clear Perspective Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's iShares Core S&P Small-Cap ETF position peaked at $4.48M in Q2 2021.
2,049 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.