Gibson Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Gibson Capital’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 Q1	–	Sell	-5,244	Closed	-$597K	–	38
2021 Q4	$597K	Buy	5,244 +107	+2%	+$12.2K	0.14%	19
2021 Q3	$559K	Buy	5,137 +94	+2%	+$10.3K	0.15%	18
2021 Q2	$568K	Hold	5,043	–	–	0.15%	19
2021 Q1	$545K	Hold	5,043	–	–	0.15%	19
2020 Q4	$463K	Sell	5,043 -39	-0.8%	-$3.2K	0.14%	22
2020 Q3	$353K	Buy	5,082 +39	+0.8%	+$2.79K	0.12%	23
2020 Q2	$343K	Sell	5,043 -17	-0.3%	-$1.07K	0.12%	24
2020 Q1	$282K	Hold	5,060	–	–	0.12%	24
2019 Q4	$419K	Hold	5,060	–	–	0.14%	28
2019 Q3	$391K	Buy	5,060 +17	+0.3%	+$1.32K	0.14%	26
2019 Q2	$391K	Hold	5,043	–	–	0.15%	21
2019 Q1	$387K	Hold	5,043	–	–	0.13%	24
2018 Q4	$347K	Hold	5,043	–	–	0.14%	23
2018 Q3	$436K	Hold	5,043	–	–	0.15%	21
2018 Q2	$417K	Hold	5,043	–	–	0.15%	24
2018 Q1	$387K	Hold	5,043	–	–	0.14%	25
2017 Q4	$386K	Hold	5,043	–	–	0.14%	23
2017 Q3	$374K	Hold	5,043	–	–	0.13%	25
2017 Q2	$350K	Buy	5,043 +250	+5%	+$17.3K	0.12%	24
2017 Q1	$330K	Buy	4,793 +533	+13%	+$36.8K	0.11%	25
2016 Q4	$292K	Hold	4,260	–	–	0.1%	26
2016 Q3	$264K	Buy	+4,260	New	+$260K	0.09%	26

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Gibson Capital's IJR Position: Q1 2022 in Review

Gibson Capital sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2022, closing a stake of 5,244 shares — an estimated $597K sold.

Gibson Capital first reported a position in IJR in Q3 2016 and held it in 22 quarters. The position peaked at $597K in Q4 2021. 2,060 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

Gibson Capital reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
Gibson Capital sold 5,244 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $597K.
Gibson Capital first reported a position in iShares Core S&P Small-Cap ETF in Q3 2016 and held it in 22 quarters.
Gibson Capital's iShares Core S&P Small-Cap ETF position peaked at $597K in Q4 2021.
2,060 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on Gibson Capital's 13F filing for Q1 2022, filed 29 Apr 2022.