Investors Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Investors Financial 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
2022 Q1	–	Sell	-16,380	Closed	-$1.88M	–	85
2021 Q4	$1.88M	Buy	16,380 +424	+3%	+$48.3K	0.87%	23
2021 Q3	$1.74M	Buy	15,956 +1,014	+7%	+$112K	0.92%	22
2021 Q2	$1.69M	Buy	14,942 +104	+0.7%	+$11.6K	0.91%	26
2021 Q1	$1.61M	Buy	14,838 +601	+4%	+$62.9K	0.94%	26
2020 Q4	$1.31M	Buy	14,237 +665	+5%	+$54.6K	0.86%	25
2020 Q3	$953K	Sell	13,572 -284	-2%	-$20.4K	0.71%	36
2020 Q2	$946K	Buy	13,856 +980	+8%	+$61.9K	0.78%	32
2020 Q1	$722K	Sell	12,876 -5,710	-31%	-$425K	0.73%	34
2019 Q4	$1.56M	Buy	+18,586	New	+$1.5M	1.27%	24

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Investors Financial Group's IJR Position: Q1 2022 in Review

Investors Financial Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2022, closing a stake of 16,380 shares — an estimated $1.88M sold.

Investors Financial Group first reported a position in IJR in Q4 2019 and held it in 9 quarters. The position peaked at $1.88M in Q4 2021. 2,059 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

Investors Financial Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 16,380 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $1.88M.
Investors Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's iShares Core S&P Small-Cap ETF position peaked at $1.88M in Q4 2021.
2,059 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.