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

Emerson Wealth’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 Q2	$3.12M	Buy	33,752 +9,280	+38%	+$923K	2.04%	8
2022 Q1	$2.64M	Buy	24,472 +10,301	+73%	+$1.11M	1.46%	8
2021 Q4	$1.62M	Hold	14,171	–	–	0.85%	9
2021 Q3	$1.55M	Hold	14,171	–	–	0.86%	10
2021 Q2	$1.6M	Sell	14,171 -80	-0.6%	-$8.92K	0.88%	9
2021 Q1	$1.55M	Sell	14,251 -415	-3%	-$43.4K	0.92%	9
2020 Q4	$1.35M	Hold	14,666	–	–	0.8%	12
2020 Q3	$1.03M	Hold	14,666	–	–	0.69%	12
2020 Q2	$1M	Sell	14,666 -3,480	-19%	-$220K	0.71%	12
2020 Q1	$1.02M	Buy	+18,146	New	+$1.35M	0.9%	12

Other funds holding IJR

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Emerson Wealth's IJR Position: Q2 2022 in Review

Emerson Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 38% in Q2 2022, buying an estimated $923K and bringing the position to 33,752 shares worth $3.12M. The position accounts for 2.04% of the portfolio, ranked #8.

Emerson Wealth first reported a position in IJR in Q1 2020 and has held it in 10 quarters since. 1,983 funds tracked by Wall St. Rank hold IJR as of Q2 2022.

Emerson Wealth held 33,752 shares of iShares Core S&P Small-Cap ETF worth $3.12M as of Q2 2022.
Emerson Wealth bought 9,280 iShares Core S&P Small-Cap ETF shares in Q2 2022, an estimated $923K.
iShares Core S&P Small-Cap ETF made up 2.04% of Emerson Wealth's portfolio in Q2 2022, its #8 holding.
Emerson Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 10 quarters since.
1,983 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.