Edge Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Edge Wealth Management’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 Q3	–	Sell	-115	Closed	-$8K	–	531
2020 Q2	$8K	Buy	+115	New	+$7.26K	﹤0.01%	492
2019 Q1	–	Sell	-320	Closed	-$22K	–	578
2018 Q4	$22K	Hold	320	–	–	0.01%	319
2018 Q3	$28K	Hold	320	–	–	0.01%	323
2018 Q2	$27K	Hold	320	–	–	0.01%	315
2018 Q1	$25K	Hold	320	–	–	0.01%	290
2017 Q4	$24K	Hold	320	–	–	0.01%	296
2017 Q3	$24K	Hold	320	–	–	0.01%	290
2017 Q2	$22K	Hold	320	–	–	0.01%	294
2017 Q1	$22K	Hold	320	–	–	0.01%	281
2016 Q4	$22K	Hold	320	–	–	0.01%	265
2016 Q3	$20K	Buy	+320	New	+$19.5K	0.01%	271

Other funds holding IJR

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

BlackRock New York $5.72T AUM 30.48% 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 New York $544B AUM 28.31% 1-Year Est. Return

Edge Wealth Management's IJR Position: Q3 2020 in Review

Edge Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2020, closing a stake of 115 shares — an estimated $8K sold.

Edge Wealth Management first reported a position in IJR in Q3 2016 and held it in 11 quarters. The position peaked at $28K in Q3 2018. 1,453 funds tracked by Wall St. Rank hold IJR as of Q3 2020.

Edge Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 115 iShares Core S&P Small-Cap ETF shares in Q3 2020, an estimated $8K.
Edge Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2016 and held it in 11 quarters.
Edge Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $28K in Q3 2018.
1,453 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.