Legacy Wealth Partners (California)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Legacy Wealth Partners (California)’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 Q2	$16.7M	Sell	148,206 -30,396	-17%	-$3.39M	9.3%	3
2021 Q1	$19.4M	Buy	178,602 +22,072	+14%	+$2.31M	11.34%	1
2020 Q4	$14.4M	Buy	156,530 +116,909	+295%	+$9.6M	9.05%	1
2020 Q3	$2.78M	Buy	39,621 +1,940	+5%	+$139K	1.97%	12
2020 Q2	$2.57M	Sell	37,681 -2,596	-6%	-$164K	1.94%	16
2020 Q1	$2.26M	Sell	40,277 -3,367	-8%	-$251K	2.1%	15
2019 Q4	$3.66M	Buy	+43,644	New	+$3.51M	2.66%	14

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Legacy Wealth Partners (California)'s IJR Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 17% in Q2 2021, selling an estimated $3.39M and leaving 148,206 shares worth $16.7M. The position accounts for 9.3% of the portfolio, ranked #3.

Legacy Wealth Partners (California) first reported a position in IJR in Q4 2019 and has held it in 7 quarters since. The position peaked at $19.4M in Q1 2021. 1,813 funds tracked by Wall St. Rank hold IJR as of Q2 2021.

Legacy Wealth Partners (California) held 148,206 shares of iShares Core S&P Small-Cap ETF worth $16.7M as of Q2 2021.
Legacy Wealth Partners (California) sold 30,396 iShares Core S&P Small-Cap ETF shares in Q2 2021, an estimated $3.39M.
iShares Core S&P Small-Cap ETF made up 9.3% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #3 holding.
Legacy Wealth Partners (California) first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 7 quarters since.
Legacy Wealth Partners (California)'s iShares Core S&P Small-Cap ETF position peaked at $19.4M in Q1 2021.
1,813 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.