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Cowen and Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cowen and Company’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
2020
Q4 		– Sell
-2,881
Closed -$202K – 457
2020
Q3 		$202K Buy
+2,881
New +$206K 0.03% 211

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Cowen and Company's IJR Position: Q4 2020 in Review

Cowen and Company sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2020, closing a stake of 2,881 shares — an estimated $202K sold.

Cowen and Company first reported a position in IJR in Q3 2020 and held it in 1 quarter. The position peaked at $202K in Q3 2020. 1,727 funds tracked by Wall St. Rank hold IJR as of Q4 2020.

  • Cowen and Company reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Cowen and Company sold 2,881 iShares Core S&P Small-Cap ETF shares in Q4 2020, an estimated $202K.
  • Cowen and Company first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and held it in 1 quarter.
  • Cowen and Company's iShares Core S&P Small-Cap ETF position peaked at $202K in Q3 2020.
  • 1,727 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2020.

Based on Cowen and Company's 13F filing for Q4 2020, filed 8 Feb 2021.