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

HYA 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	$6.08M	Sell	65,797 -144	-0.2%	-$14.3K	2.38%	9
2022 Q1	$7.11M	Buy	65,941 +20,382	+45%	+$2.2M	2.46%	10
2021 Q4	$5.22M	Sell	45,559 -5,830	-11%	-$664K	1.87%	16
2021 Q3	$5.69M	Sell	51,389 -9,013	-15%	-$992K	2.3%	11
2021 Q2	$6.82M	Buy	60,402 +594	+1%	+$66.3K	2.86%	7
2021 Q1	$6.49M	Buy	59,808 +1,152	+2%	+$121K	3.07%	7
2020 Q4	$5.39M	Sell	58,656 -1,734	-3%	-$142K	2.86%	7
2020 Q3	$4.24M	Sell	60,390 -4,557	-7%	-$327K	2.56%	10
2020 Q2	$4.43M	Buy	64,947 +1,745	+3%	+$110K	2.92%	7
2020 Q1	$3.55M	Buy	63,202 +798	+1%	+$59.4K	2.92%	8
2019 Q4	$5.23M	Buy	+62,404	New	+$5.02M	3.36%	7

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

HYA Advisors's IJR Position: Q2 2022 in Review

HYA Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.22% in Q2 2022, selling an estimated $14.3K and leaving 65,797 shares worth $6.08M. The position accounts for 2.38% of the portfolio, ranked #9.

HYA Advisors first reported a position in IJR in Q4 2019 and has held it in 11 quarters since. The position peaked at $7.11M in Q1 2022. 1,983 funds tracked by Wall St. Rank hold IJR as of Q2 2022.

HYA Advisors held 65,797 shares of iShares Core S&P Small-Cap ETF worth $6.08M as of Q2 2022.
HYA Advisors sold 144 iShares Core S&P Small-Cap ETF shares in Q2 2022, an estimated $14.3K.
iShares Core S&P Small-Cap ETF made up 2.38% of HYA Advisors's portfolio in Q2 2022, its #9 holding.
HYA Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 11 quarters since.
HYA Advisors's iShares Core S&P Small-Cap ETF position peaked at $7.11M in Q1 2022.
1,983 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.