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

Independence Wealth 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 Q4	$2M	Sell	21,774 -149	-0.7%	-$12.2K	4.49%	6
2020 Q3	$1.54M	Hold	21,923	–	–	3.97%	6
2020 Q2	$1.5M	Sell	21,923 -18,203	-45%	-$1.15M	3.6%	7
2020 Q1	$2.25M	Sell	40,126 -288	-0.7%	-$21.4K	2.71%	14
2019 Q4	$3.39M	Sell	40,414 -2,157	-5%	-$174K	3.29%	13
2019 Q3	$3.31M	Sell	42,571 -1,927	-4%	-$149K	3.5%	13
2019 Q2	$3.48M	Buy	44,498 +1,789	+4%	+$139K	3.44%	13
2019 Q1	$3.29M	Sell	42,709 -20,600	-33%	-$1.58M	3.55%	13
2018 Q4	$4.39M	Buy	63,309 +839	+1%	+$64.8K	5.27%	11
2018 Q3	$5.45M	Sell	62,470 -3,714	-6%	-$325K	5.52%	10
2018 Q2	$5.52M	Sell	66,184 -5,976	-8%	-$487K	5.74%	10
2018 Q1	$5.56M	Sell	72,160 -919	-1%	-$71.5K	5.14%	9
2017 Q4	$5.61M	Buy	+73,079	New	+$5.51M	5.13%	9

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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

Independence Wealth Advisors's IJR Position: Q4 2020 in Review

Independence Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.68% in Q4 2020, selling an estimated $12.2K and leaving 21,774 shares worth $2M. The position accounts for 4.49% of the portfolio, ranked #6.

Independence Wealth Advisors first reported a position in IJR in Q4 2017 and has held it in 13 quarters since. The position peaked at $5.61M in Q4 2017. 1,727 funds tracked by Wall St. Rank hold IJR as of Q4 2020.

Independence Wealth Advisors held 21,774 shares of iShares Core S&P Small-Cap ETF worth $2M as of Q4 2020.
Independence Wealth Advisors sold 149 iShares Core S&P Small-Cap ETF shares in Q4 2020, an estimated $12.2K.
iShares Core S&P Small-Cap ETF made up 4.49% of Independence Wealth Advisors's portfolio in Q4 2020, its #6 holding.
Independence Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 13 quarters since.
Independence Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $5.61M in Q4 2017.
1,727 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2020.

Based on Independence Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.