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Johnson Financial Group LLC (Colorado)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Johnson Financial Group LLC (Colorado)’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
Q2 		– Sell
-4,190
Closed -$235K – 30
2020
Q1 		$235K Buy
+4,190
New +$312K 0.18% 19

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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

Johnson Financial Group LLC (Colorado)'s IJR Position: Q2 2020 in Review

Johnson Financial Group LLC (Colorado) sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2020, closing a stake of 4,190 shares — an estimated $235K sold.

Johnson Financial Group LLC (Colorado) first reported a position in IJR in Q1 2020 and held it in 1 quarter. The position peaked at $235K in Q1 2020. 1,440 funds tracked by Wall St. Rank hold IJR as of Q2 2020.

  • Johnson Financial Group LLC (Colorado) reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Johnson Financial Group LLC (Colorado) sold 4,190 iShares Core S&P Small-Cap ETF shares in Q2 2020, an estimated $235K.
  • Johnson Financial Group LLC (Colorado) first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and held it in 1 quarter.
  • Johnson Financial Group LLC (Colorado)'s iShares Core S&P Small-Cap ETF position peaked at $235K in Q1 2020.
  • 1,440 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2020.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2020, filed 13 Aug 2020.