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

Hoover 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
2021 Q2	$150K	Buy	1,325 +8	+0.6%	+$892	0.03%	166
2021 Q1	$145K	Sell	1,317 -14	-1%	-$1.47K	0.03%	157
2020 Q4	$135K	Sell	1,331 -838	-39%	-$68.8K	0.03%	146
2020 Q3	$152K	Sell	2,169 -2,160	-50%	-$155K	0.05%	107
2020 Q2	$296K	Buy	+4,329	New	+$273K	0.11%	69
2020 Q1	–	Sell	-3,475	Closed	-$291K	–	91
2019 Q4	$291K	Buy	3,475 +468	+16%	+$37.7K	0.14%	72
2019 Q3	$234K	Sell	3,007 -135	-4%	-$10.5K	0.21%	50
2019 Q2	$246K	Sell	3,142 -20	-0.6%	-$1.55K	0.23%	49
2019 Q1	$244K	Buy	3,162 +10	+0.3%	+$768	0.23%	51
2018 Q4	$219K	Buy	+3,152	New	+$244K	0.24%	55

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Hoover Financial Advisors's IJR Position: Q2 2021 in Review

Hoover Financial Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.61% in Q2 2021, buying an estimated $892 and bringing the position to 1,325 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #166.

Hoover Financial Advisors first reported a position in IJR in Q4 2018 and has held it in 10 quarters since. The position peaked at $296K in Q2 2020. 1,813 funds tracked by Wall St. Rank hold IJR as of Q2 2021.

Hoover Financial Advisors held 1,325 shares of iShares Core S&P Small-Cap ETF worth $150K as of Q2 2021.
Hoover Financial Advisors bought 8 iShares Core S&P Small-Cap ETF shares in Q2 2021, an estimated $892.
iShares Core S&P Small-Cap ETF made up 0.03% of Hoover Financial Advisors's portfolio in Q2 2021, its #166 holding.
Hoover Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 10 quarters since.
Hoover Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $296K in Q2 2020.
1,813 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.