FundX Investment Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

FundX Investment Group’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	-22,074	Closed	-$1.19K	–	37
2021 Q2	$1.19K	Sell	22,074 -1,246	-5%	-$139K	0.12%	27
2021 Q1	$2.53M	Buy	+23,320	New	+$2.44M	1.43%	16
2017 Q2	–	Sell	-57,407	Closed	-$3.97M	–	47
2017 Q1	$3.97M	Buy	57,407 +18,213	+46%	+$1.26M	1.67%	15
2016 Q4	$2.69M	Buy	39,194 +25,144	+179%	+$1.62M	0.94%	17
2016 Q3	$872K	Buy	+14,050	New	+$858K	0.22%	32
2014 Q1	–	Sell	-22,160	Closed	-$1.21M	–	21
2013 Q4	$1.21M	Buy	22,160 +2,600	+13%	+$136K	0.54%	14
2013 Q3	$976K	Buy	+19,560	New	+$945K	0.39%	14

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 $424B AUM 22.94% 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

FundX Investment Group's IJR Position: Q3 2021 in Review

FundX Investment Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2021, closing a stake of 22,074 shares — an estimated $1.19K sold.

FundX Investment Group first reported a position in IJR in Q3 2013 and held it in 7 quarters. The position peaked at $3.97M in Q1 2017. 1,811 funds tracked by Wall St. Rank hold IJR as of Q3 2021.

FundX Investment Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
FundX Investment Group sold 22,074 iShares Core S&P Small-Cap ETF shares in Q3 2021, an estimated $1.19K.
FundX Investment Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2013 and held it in 7 quarters.
FundX Investment Group's iShares Core S&P Small-Cap ETF position peaked at $3.97M in Q1 2017.
1,811 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2021.

Based on FundX Investment Group's 13F filing for Q3 2021, filed 3 Nov 2021.