Landsberg Bennett & Dubbaneh’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Landsberg Bennett & Dubbaneh’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 Q3	$485K	Sell	4,352 -355	-8%	-$39.1K	0.06%	175
2021 Q2	$530K	Buy	4,707 +285	+6%	+$31.8K	0.07%	168
2021 Q1	$487K	Sell	4,422 -80	-2%	-$8.37K	0.07%	166
2020 Q4	$414K	Buy	4,502 +299	+7%	+$24.6K	0.06%	171
2020 Q3	$294K	Buy	4,203 +376	+10%	+$26.9K	0.05%	166
2020 Q2	$258K	Buy	+3,827	New	+$242K	0.05%	173
2020 Q1	–	Sell	-3,659	Closed	-$306K	–	184
2019 Q4	$306K	Buy	3,659 +419	+13%	+$33.7K	0.07%	204
2019 Q3	$252K	Buy	3,240 +35	+1%	+$2.71K	0.07%	184
2019 Q2	$251K	Buy	3,205 +48	+2%	+$3.73K	0.07%	202
2019 Q1	$246K	Buy	+3,157	New	+$242K	0.06%	196

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Landsberg Bennett & Dubbaneh's IJR Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 7.5% in Q3 2021, selling an estimated $39.1K and leaving 4,352 shares worth $485K. The position accounts for 0.06% of the portfolio, ranked #175.

Landsberg Bennett & Dubbaneh first reported a position in IJR in Q1 2019 and has held it in 10 quarters since. The position peaked at $530K in Q2 2021. 1,811 funds tracked by Wall St. Rank hold IJR as of Q3 2021.

Landsberg Bennett & Dubbaneh held 4,352 shares of iShares Core S&P Small-Cap ETF worth $485K as of Q3 2021.
Landsberg Bennett & Dubbaneh sold 355 iShares Core S&P Small-Cap ETF shares in Q3 2021, an estimated $39.1K.
iShares Core S&P Small-Cap ETF made up 0.06% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #175 holding.
Landsberg Bennett & Dubbaneh first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 10 quarters since.
Landsberg Bennett & Dubbaneh's iShares Core S&P Small-Cap ETF position peaked at $530K in Q2 2021.
1,811 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.