Karn Couzens & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Karn Couzens & Associates’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	$554K	Buy	5,133 +423	+9%	+$45.6K	0.35%	40
2021 Q4	$539K	Buy	4,710 +887	+23%	+$101K	0.37%	38
2021 Q3	$417K	Buy	3,823 +25	+0.7%	+$2.75K	0.32%	42
2021 Q2	$429K	Buy	3,798 +398	+12%	+$44.4K	0.33%	41
2021 Q1	$369K	Buy	3,400 +535	+19%	+$56K	0.33%	42
2020 Q4	$263K	Buy	+2,865	New	+$235K	0.25%	57

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

Karn Couzens & Associates's IJR Position: Q1 2022 in Review

Karn Couzens & Associates increased its iShares Core S&P Small-Cap ETF (IJR) stake by 9% in Q1 2022, buying an estimated $45.6K and bringing the position to 5,133 shares worth $554K. The position accounts for 0.35% of the portfolio, ranked #40.

Karn Couzens & Associates first reported a position in IJR in Q4 2020 and has held it in 6 quarters since. 2,059 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

Karn Couzens & Associates held 5,133 shares of iShares Core S&P Small-Cap ETF worth $554K as of Q1 2022.
Karn Couzens & Associates bought 423 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $45.6K.
iShares Core S&P Small-Cap ETF made up 0.35% of Karn Couzens & Associates's portfolio in Q1 2022, its #40 holding.
Karn Couzens & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 6 quarters since.
2,059 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.