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

Geier Asset 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
2021 Q2	$1.16M	Buy	10,282 +1,739	+20%	+$194K	0.81%	36
2021 Q1	$955K	Buy	8,543 +1,333	+18%	+$140K	0.7%	42
2020 Q4	$758K	Buy	+7,210	New	+$592K	0.62%	43

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Geier Asset Management's IJR Position: Q2 2021 in Review

Geier Asset Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 20% in Q2 2021, buying an estimated $194K and bringing the position to 10,282 shares worth $1.16M. The position accounts for 0.81% of the portfolio, ranked #36.

Geier Asset Management first reported a position in IJR in Q4 2020 and has held it in 3 quarters since. 1,813 funds tracked by Wall St. Rank hold IJR as of Q2 2021.

Geier Asset Management held 10,282 shares of iShares Core S&P Small-Cap ETF worth $1.16M as of Q2 2021.
Geier Asset Management bought 1,739 iShares Core S&P Small-Cap ETF shares in Q2 2021, an estimated $194K.
iShares Core S&P Small-Cap ETF made up 0.81% of Geier Asset Management's portfolio in Q2 2021, its #36 holding.
Geier Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 3 quarters since.
1,813 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2021.

Based on Geier Asset Management's 13F filing for Q2 2021, filed 12 Jul 2021.