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HBC Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

HBC Financial Services’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
2020
Q4 		– Sell
-78,714
Closed -$9.23M – 176
2020
Q3 		$9.23M Buy
78,714
+78,666
+163,888% +$5.64M 7.78% 4
2020
Q2 		$3K Hold
48
– – ﹤0.01% 140
2020
Q1 		$2K Hold
48
– – ﹤0.01% 140
2019
Q4 		$4K Buy
+48
New +$3.86K ﹤0.01% 151

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HBC Financial Services's IJR Position: Q4 2020 in Review

HBC Financial Services sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2020, closing a stake of 78,714 shares — an estimated $9.23M sold.

HBC Financial Services first reported a position in IJR in Q4 2019 and held it in 4 quarters. The position peaked at $9.23M in Q3 2020. 1,728 funds tracked by Wall St. Rank hold IJR as of Q4 2020.

  • HBC Financial Services reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • HBC Financial Services sold 78,714 iShares Core S&P Small-Cap ETF shares in Q4 2020, an estimated $9.23M.
  • HBC Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 4 quarters.
  • HBC Financial Services's iShares Core S&P Small-Cap ETF position peaked at $9.23M in Q3 2020.
  • 1,728 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2020.

Based on HBC Financial Services's 13F filing for Q4 2020, filed 8 Feb 2021.