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Corbett Road Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Corbett Road Capital Management’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 		$206K Sell
2,227
-1,349
-38% -$134K 0.35% 85
2022
Q1 		$386K Buy
3,576
+205
+6% +$22.1K 0.5% 74
2021
Q4 		$386K Sell
3,371
-601
-15% -$68.5K 0.66% 75
2021
Q3 		$434K Buy
3,972
+39
+1% +$4.29K 0.75% 54
2021
Q2 		$444K Sell
3,933
-1,667
-30% -$186K 0.78% 48
2021
Q1 		$608K Sell
5,600
-10,795
-66% -$1.13M 0.9% 29
2020
Q4 		$1.51M Sell
16,395
-1,186
-7% -$97.4K 1.37% 20
2020
Q3 		$1.24M Sell
17,581
-2,783
-14% -$199K 1.17% 18
2020
Q2 		$1.39M Buy
20,364
+2,801
+16% +$177K 1.33% 19
2020
Q1 		$985K Buy
17,563
+3,501
+25% +$261K 1.4% 22
2019
Q4 		$1.18M Buy
+14,062
New +$1.13M 1.16% 28

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