Hayden Royal’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hayden Royal’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 Q4	$378K	Buy	3,301 +46	+1%	+$5.24K	0.89%	29
2021 Q3	$355K	Sell	3,255 -1,345	-29%	-$148K	0.58%	44
2021 Q2	$520K	Buy	4,600 +1,395	+44%	+$156K	0.29%	83
2021 Q1	$348K	Sell	3,205 -1,487	-32%	-$156K	0.2%	115
2020 Q4	$431K	Sell	4,692 -11,513	-71%	-$946K	0.23%	99
2020 Q3	$1.14M	Sell	16,205 -14,618	-47%	-$1.05M	0.61%	40
2020 Q2	$2.1M	Buy	30,823 +17,375	+129%	+$1.1M	1.18%	14
2020 Q1	$755K	Buy	13,448 +555	+4%	+$41.3K	0.44%	58
2019 Q4	$1.07M	Sell	12,893 -1,551	-11%	-$125K	0.54%	43
2019 Q3	$1.12M	Buy	14,444 +10,051	+229%	+$778K	0.99%	29
2019 Q2	$341K	Buy	4,393 +3	+0.1%	+$233	0.36%	90
2019 Q1	$339K	Sell	4,390 -1,288	-23%	-$98.9K	0.44%	78
2018 Q4	$394K	Buy	+5,678	New	+$439K	0.2%	112

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

Hayden Royal's IJR Position: Q4 2021 in Review

Hayden Royal increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q4 2021, buying an estimated $5.24K and bringing the position to 3,301 shares worth $378K. The position accounts for 0.89% of the portfolio, ranked #29.

Hayden Royal first reported a position in IJR in Q4 2018 and has held it in 13 quarters since. The position peaked at $2.1M in Q2 2020. 2,048 funds tracked by Wall St. Rank hold IJR as of Q4 2021.

Hayden Royal held 3,301 shares of iShares Core S&P Small-Cap ETF worth $378K as of Q4 2021.
Hayden Royal bought 46 iShares Core S&P Small-Cap ETF shares in Q4 2021, an estimated $5.24K.
iShares Core S&P Small-Cap ETF made up 0.89% of Hayden Royal's portfolio in Q4 2021, its #29 holding.
Hayden Royal first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 13 quarters since.
Hayden Royal's iShares Core S&P Small-Cap ETF position peaked at $2.1M in Q2 2020.
2,048 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.