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IAM Advisory’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

IAM Advisory’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
Q3 		– Sell
-26,147
Closed -$2.95M – 85
2021
Q2 		$2.95M Buy
+26,147
New +$2.92M 0.39% 23

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

IAM Advisory's IJR Position: Q3 2021 in Review

IAM Advisory sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2021, closing a stake of 26,147 shares — an estimated $2.95M sold.

IAM Advisory first reported a position in IJR in Q2 2021 and held it in 1 quarter. The position peaked at $2.95M in Q2 2021. 1,812 funds tracked by Wall St. Rank hold IJR as of Q3 2021.

  • IAM Advisory reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • IAM Advisory sold 26,147 iShares Core S&P Small-Cap ETF shares in Q3 2021, an estimated $2.95M.
  • IAM Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and held it in 1 quarter.
  • IAM Advisory's iShares Core S&P Small-Cap ETF position peaked at $2.95M in Q2 2021.
  • 1,812 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.