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MBE Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

MBE Wealth Management’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
-191
Closed -$10K – 272
2020
Q1 		$10K Buy
+191
New +$14.2K 0.01% 283

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

MBE Wealth Management's IJR Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2020, closing a stake of 191 shares — an estimated $10K sold.

MBE Wealth Management first reported a position in IJR in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 1,440 funds tracked by Wall St. Rank hold IJR as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 191 iShares Core S&P Small-Cap ETF shares in Q2 2020, an estimated $10K.
  • MBE Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $10K 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 MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.