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

Integer Wealth Advisors Group’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 Q1	$4.51M	Buy	41,148 +101	+0.2%	+$10.6K	2.45%	14
2020 Q4	$4M	Buy	41,047 +2,281	+6%	+$187K	2.64%	14
2020 Q3	$2.72M	Sell	38,766 -3,128	-7%	-$224K	2.5%	14
2020 Q2	$2.75M	Buy	41,894 +2,011	+5%	+$127K	2.82%	14
2020 Q1	$2.53M	Buy	39,883 +5,742	+17%	+$428K	2.87%	14
2019 Q4	$2.81M	Buy	+34,141	New	+$2.75M	2.78%	12

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Integer Wealth Advisors Group's IJR Position: Q1 2021 in Review

Integer Wealth Advisors Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.25% in Q1 2021, buying an estimated $10.6K and bringing the position to 41,148 shares worth $4.51M. The position accounts for 2.45% of the portfolio, ranked #14.

Integer Wealth Advisors Group first reported a position in IJR in Q4 2019 and has held it in 6 quarters since. 1,791 funds tracked by Wall St. Rank hold IJR as of Q1 2021.

Integer Wealth Advisors Group held 41,148 shares of iShares Core S&P Small-Cap ETF worth $4.51M as of Q1 2021.
Integer Wealth Advisors Group bought 101 iShares Core S&P Small-Cap ETF shares in Q1 2021, an estimated $10.6K.
iShares Core S&P Small-Cap ETF made up 2.45% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #14 holding.
Integer Wealth Advisors Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 6 quarters since.
1,791 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.