Drexel Morgan & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Drexel Morgan & Co’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 Q3	–	Sell	-2,700	Closed	-$305K	–	57
2021 Q2	$305K	Hold	2,700	–	–	0.09%	64
2021 Q1	$293K	Hold	2,700	–	–	0.07%	90
2020 Q4	$248K	Buy	+2,700	New	+$222K	0.07%	94
2020 Q1	–	Sell	-2,700	Closed	-$226K	–	93
2019 Q4	$226K	Hold	2,700	–	–	0.17%	82
2019 Q3	$210K	Hold	2,700	–	–	0.16%	84
2019 Q2	$211K	Hold	2,700	–	–	0.16%	88
2019 Q1	$208K	Buy	+2,700	New	+$207K	0.18%	88
2018 Q4	–	Sell	-2,700	Closed	-$236K	–	91
2018 Q3	$236K	Buy	+2,700	New	+$237K	0.21%	84
2018 Q1	–	Sell	-8,130	Closed	-$624K	–	87
2017 Q4	$624K	Hold	8,130	–	–	0.61%	45
2017 Q3	$603K	Hold	8,130	–	–	0.62%	46
2017 Q2	$570K	Hold	8,130	–	–	0.58%	46
2017 Q1	$562K	Buy	8,130 +160	+2%	+$11K	0.62%	45
2016 Q4	$274K	Hold	7,970	–	–	0.33%	69
2016 Q3	$495K	Hold	7,970	–	–	0.55%	52
2016 Q2	$463K	Buy	+7,970	New	+$454K	0.52%	56

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Drexel Morgan & Co's IJR Position: Q3 2021 in Review

Drexel Morgan & Co sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2021, closing a stake of 2,700 shares — an estimated $305K sold.

Drexel Morgan & Co first reported a position in IJR in Q2 2016 and held it in 15 quarters. The position peaked at $624K in Q4 2017. 1,811 funds tracked by Wall St. Rank hold IJR as of Q3 2021.

Drexel Morgan & Co reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
Drexel Morgan & Co sold 2,700 iShares Core S&P Small-Cap ETF shares in Q3 2021, an estimated $305K.
Drexel Morgan & Co first reported a position in iShares Core S&P Small-Cap ETF in Q2 2016 and held it in 15 quarters.
Drexel Morgan & Co's iShares Core S&P Small-Cap ETF position peaked at $624K in Q4 2017.
1,811 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2021.

Based on Drexel Morgan & Co's 13F filing for Q3 2021, filed 12 Nov 2021.