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

Independence 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
2020
Q3 		$29K Hold
411
– – 0.01% 136
2020
Q2 		$28K Hold
411
– – 0.01% 132
2020
Q1 		$23K Sell
411
-234
-36% -$17.4K 0.01% 122
2019
Q4 		$54K Buy
+645
New +$51.9K 0.01% 120

Other funds holding IJR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Independence Advisors's IJR Position: Q3 2020 in Review

Independence Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2020 at 411 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #136.

Independence Advisors first reported a position in IJR in Q4 2019 and has held it in 4 quarters since. The position peaked at $54K in Q4 2019. 1,453 funds tracked by Wall St. Rank hold IJR as of Q3 2020.

  • Independence Advisors held 411 shares of iShares Core S&P Small-Cap ETF worth $29K as of Q3 2020.
  • Independence Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2020.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #136 holding.
  • Independence Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 4 quarters since.
  • Independence Advisors's iShares Core S&P Small-Cap ETF position peaked at $54K in Q4 2019.
  • 1,453 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.