JSA
IJR icon

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

Jacobson & Schmitt 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
2021
Q4 		– Sell
-1,955
Closed -$213K – 62
2021
Q3 		$213K Sell
1,955
-56
-3% -$6.17K 0.06% 46
2021
Q2 		$227K Sell
2,011
-332
-14% -$37K 0.06% 44
2021
Q1 		$254K Buy
+2,343
New +$245K 0.08% 38

Other funds holding IJR

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
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

Jacobson & Schmitt Advisors's IJR Position: Q4 2021 in Review

Jacobson & Schmitt Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2021, closing a stake of 1,955 shares — an estimated $213K sold.

Jacobson & Schmitt Advisors first reported a position in IJR in Q1 2021 and held it in 3 quarters. The position peaked at $254K in Q1 2021. 2,048 funds tracked by Wall St. Rank hold IJR as of Q4 2021.

  • Jacobson & Schmitt Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 1,955 iShares Core S&P Small-Cap ETF shares in Q4 2021, an estimated $213K.
  • Jacobson & Schmitt Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and held it in 3 quarters.
  • Jacobson & Schmitt Advisors's iShares Core S&P Small-Cap ETF position peaked at $254K in Q1 2021.
  • 2,048 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2021.

Based on Jacobson & Schmitt Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.