DOA
IJR icon

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

D'Orazio & 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
-221
Closed -$24K – 381
2021
Q3 		$24K Hold
221
– – 0.01% 348
2021
Q2 		$25K Sell
221
-135
-38% -$15.1K 0.01% 232
2021
Q1 		$39K Buy
356
+251
+239% +$26.3K 0.01% 184
2020
Q4 		$10K Buy
+105
New +$8.63K ﹤0.01% 269

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

D'Orazio & Associates's IJR Position: Q4 2021 in Review

D'Orazio & Associates sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2021, closing a stake of 221 shares — an estimated $24K sold.

D'Orazio & Associates first reported a position in IJR in Q4 2020 and held it in 4 quarters. The position peaked at $39K in Q1 2021. 2,048 funds tracked by Wall St. Rank hold IJR as of Q4 2021.

  • D'Orazio & Associates reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 221 iShares Core S&P Small-Cap ETF shares in Q4 2021, an estimated $24K.
  • D'Orazio & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 4 quarters.
  • D'Orazio & Associates's iShares Core S&P Small-Cap ETF position peaked at $39K in Q1 2021.
  • 2,048 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.