C
IJR icon

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

Clearshares’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 		$1.85M Hold
16,971
– – 1.39% 32
2021
Q3 		$1.85M Sell
16,971
-11,406
-40% -$1.26M 1.39% 32
2021
Q2 		$3.21M Buy
28,377
+354
+1% +$39.5K 2.49% 19
2021
Q1 		$3.04M Buy
+28,023
New +$2.93M 2.46% 20
2020
Q3 		$1.4M Buy
19,967
+7,161
+56% +$513K 1.22% 28
2020
Q2 		$8.63M Hold
12,806
– – 6.9% 1
2020
Q1 		$719K Buy
+12,806
New +$954K 1.01% 23

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 $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
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

Clearshares's IJR Position: Q4 2021 in Review

Clearshares held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q4 2021 at 16,971 shares worth $1.85M. The position accounts for 1.39% of the portfolio, ranked #32.

Clearshares first reported a position in IJR in Q1 2020 and has held it in 7 quarters since. The position peaked at $8.63M in Q2 2020. 2,049 funds tracked by Wall St. Rank hold IJR as of Q4 2021.

  • Clearshares held 16,971 shares of iShares Core S&P Small-Cap ETF worth $1.85M as of Q4 2021.
  • Clearshares left its iShares Core S&P Small-Cap ETF share count unchanged in Q4 2021.
  • iShares Core S&P Small-Cap ETF made up 1.39% of Clearshares's portfolio in Q4 2021, its #32 holding.
  • Clearshares first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 7 quarters since.
  • Clearshares's iShares Core S&P Small-Cap ETF position peaked at $8.63M in Q2 2020.
  • 2,049 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2021.

Based on Clearshares's 13F filing for Q4 2021, filed 24 Mar 2022.