Harborview Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Harborview Advisors’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	$449K	Sell	4,108 -36	-0.9%	-$3.96K	0.25%	66
2021 Q2	$468K	Hold	4,144	–	–	0.26%	66
2021 Q1	$450K	Sell	4,144 -636	-13%	-$66.6K	0.27%	66
2020 Q4	$439K	Sell	4,780 -19	-0.4%	-$1.56K	0.29%	63
2020 Q3	$337K	Buy	4,799 +37	+0.8%	+$2.65K	0.26%	71
2020 Q2	$325K	Buy	4,762 +353	+8%	+$22.3K	0.27%	65
2020 Q1	$247K	Buy	4,409 +759	+21%	+$56.5K	0.25%	67
2019 Q4	$306K	Buy	3,650 +7	+0.2%	+$563	0.23%	62
2019 Q3	$284K	Hold	3,643	–	–	0.23%	64
2019 Q2	$285K	Sell	3,643 -27	-0.7%	-$2.1K	0.23%	62
2019 Q1	$283K	Sell	3,670 -267	-7%	-$20.5K	0.25%	56
2018 Q4	$273K	Sell	3,937 -55	-1%	-$4.25K	0.32%	42
2018 Q3	$348K	Sell	3,992 -175	-4%	-$15.3K	0.35%	41
2018 Q2	$348K	Sell	4,167 -267	-6%	-$21.8K	0.32%	50
2018 Q1	$341K	Buy	4,434 +204	+5%	+$15.9K	0.32%	44
2017 Q4	$325K	Buy	+4,230	New	+$319K	0.31%	46

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 $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

Harborview Advisors's IJR Position: Q3 2021 in Review

Harborview Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.87% in Q3 2021, selling an estimated $3.96K and leaving 4,108 shares worth $449K. The position accounts for 0.25% of the portfolio, ranked #66.

Harborview Advisors first reported a position in IJR in Q4 2017 and has held it in 16 quarters since. The position peaked at $468K in Q2 2021. 1,810 funds tracked by Wall St. Rank hold IJR as of Q3 2021.

Harborview Advisors held 4,108 shares of iShares Core S&P Small-Cap ETF worth $449K as of Q3 2021.
Harborview Advisors sold 36 iShares Core S&P Small-Cap ETF shares in Q3 2021, an estimated $3.96K.
iShares Core S&P Small-Cap ETF made up 0.25% of Harborview Advisors's portfolio in Q3 2021, its #66 holding.
Harborview Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 16 quarters since.
Harborview Advisors's iShares Core S&P Small-Cap ETF position peaked at $468K in Q2 2021.
1,810 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.