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

HC Financial 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
2022 Q2	$18K	Buy	193 +140	+264%	+$13.9K	0.01%	193
2022 Q1	$6K	Hold	53	–	–	﹤0.01%	262
2021 Q4	$6K	Hold	53	–	–	﹤0.01%	271
2021 Q3	$6K	Hold	53	–	–	﹤0.01%	264
2021 Q2	$6K	Hold	53	–	–	﹤0.01%	275
2021 Q1	$6K	Hold	53	–	–	﹤0.01%	284
2020 Q4	$5K	Hold	53	–	–	﹤0.01%	300
2020 Q3	$4K	Sell	53 -1,388	-96%	-$99.5K	﹤0.01%	323
2020 Q2	$98K	Hold	1,441	–	–	0.08%	83
2020 Q1	$81K	Buy	+1,441	New	+$107K	0.07%	89

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HC Financial Advisors's IJR Position: Q2 2022 in Review

HC Financial Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 264% in Q2 2022, buying an estimated $13.9K and bringing the position to 193 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #193.

HC Financial Advisors first reported a position in IJR in Q1 2020 and has held it in 10 quarters since. The position peaked at $98K in Q2 2020. 1,984 funds tracked by Wall St. Rank hold IJR as of Q2 2022.

HC Financial Advisors held 193 shares of iShares Core S&P Small-Cap ETF worth $18K as of Q2 2022.
HC Financial Advisors bought 140 iShares Core S&P Small-Cap ETF shares in Q2 2022, an estimated $13.9K.
iShares Core S&P Small-Cap ETF made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #193 holding.
HC Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $98K in Q2 2020.
1,984 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.