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

Corbenic Partners’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
2022
Q2 		$4K Hold
46
– – ﹤0.01% 163
2022
Q1 		$5K Hold
46
– – ﹤0.01% 180
2021
Q4 		$5K Hold
46
– – ﹤0.01% 211
2021
Q3 		$5K Hold
46
– – ﹤0.01% 202
2021
Q2 		$5K Sell
46
-101
-69% -$11.3K ﹤0.01% 209
2021
Q1 		$16K Buy
147
+101
+220% +$10.6K ﹤0.01% 138
2020
Q4 		$4K Buy
+46
New +$3.78K ﹤0.01% 155

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Corbenic Partners's IJR Position: Q2 2022 in Review

Corbenic Partners held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2022 at 46 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #163.

Corbenic Partners first reported a position in IJR in Q4 2020 and has held it in 7 quarters since. The position peaked at $16K in Q1 2021. 1,983 funds tracked by Wall St. Rank hold IJR as of Q2 2022.

  • Corbenic Partners held 46 shares of iShares Core S&P Small-Cap ETF worth $4K as of Q2 2022.
  • Corbenic Partners left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2022.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Corbenic Partners's portfolio in Q2 2022, its #163 holding.
  • Corbenic Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 7 quarters since.
  • Corbenic Partners's iShares Core S&P Small-Cap ETF position peaked at $16K in Q1 2021.
  • 1,983 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2022.

Based on Corbenic Partners's 13F filing for Q2 2022, filed 25 Jul 2022.