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

Cumberland 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
Q1 		– Sell
-4,719
Closed -$540K – 188
2021
Q4 		$540K Sell
4,719
-4,179
-47% -$476K 0.04% 150
2021
Q3 		$972K Buy
+8,898
New +$980K 0.08% 126

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

Cumberland Partners's IJR Position: Q1 2022 in Review

Cumberland Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2022, closing a stake of 4,719 shares — an estimated $540K sold.

Cumberland Partners first reported a position in IJR in Q3 2021 and held it in 2 quarters. The position peaked at $972K in Q3 2021. 2,060 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

  • Cumberland Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Cumberland Partners sold 4,719 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $540K.
  • Cumberland Partners first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and held it in 2 quarters.
  • Cumberland Partners's iShares Core S&P Small-Cap ETF position peaked at $972K in Q3 2021.
  • 2,060 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on Cumberland Partners's 13F filing for Q1 2022, filed 10 May 2022.