JMF
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Johnson Midwest Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Johnson Midwest Financial’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
-126
Closed -$14K – 315
2021
Q3 		$14K Buy
+126
New +$13.9K 0.01% 164
2021
Q2 		– Sell
-16
Closed -$2K – 292
2021
Q1 		$2K Buy
+16
New +$1.68K ﹤0.01% 237

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

Johnson Midwest Financial's IJR Position: Q4 2021 in Review

Johnson Midwest Financial sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2021, closing a stake of 126 shares — an estimated $14K sold.

Johnson Midwest Financial first reported a position in IJR in Q1 2021 and held it in 2 quarters. The position peaked at $14K in Q3 2021. 2,048 funds tracked by Wall St. Rank hold IJR as of Q4 2021.

  • Johnson Midwest Financial reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Johnson Midwest Financial sold 126 iShares Core S&P Small-Cap ETF shares in Q4 2021, an estimated $14K.
  • Johnson Midwest Financial first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and held it in 2 quarters.
  • Johnson Midwest Financial's iShares Core S&P Small-Cap ETF position peaked at $14K in Q3 2021.
  • 2,048 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2021.

Based on Johnson Midwest Financial's 13F filing for Q4 2021, filed 26 Jan 2022.