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

Crumly & Associates’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 		– Sell
-16,685
Closed -$1.82M – 108
2021
Q3 		$1.82M Buy
+16,685
New +$1.84M 0.85% 26
2020
Q1 		– Sell
-41,367
Closed -$3.47M – 55
2019
Q4 		$3.47M Buy
+41,367
New +$3.33M 3.59% 11

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Crumly & Associates's IJR Position: Q4 2021 in Review

Crumly & Associates sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2021, closing a stake of 16,685 shares — an estimated $1.82M sold.

Crumly & Associates first reported a position in IJR in Q4 2019 and held it in 2 quarters. The position peaked at $3.47M in Q4 2019. 2,048 funds tracked by Wall St. Rank hold IJR as of Q4 2021.

  • Crumly & Associates reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Crumly & Associates sold 16,685 iShares Core S&P Small-Cap ETF shares in Q4 2021, an estimated $1.82M.
  • Crumly & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Crumly & Associates's iShares Core S&P Small-Cap ETF position peaked at $3.47M in Q4 2019.
  • 2,048 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2021.

Based on Crumly & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.