McDaniel Terry & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

McDaniel Terry & Co’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	–	Sell	-3,215	Closed	-$368K	–	102
2021 Q4	$368K	Buy	+3,215	New	+$366K	0.04%	79

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

McDaniel Terry & Co's IJR Position: Q1 2022 in Review

McDaniel Terry & Co sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2022, closing a stake of 3,215 shares — an estimated $368K sold.

McDaniel Terry & Co first reported a position in IJR in Q4 2021 and held it in 1 quarter. The position peaked at $368K in Q4 2021. 2,059 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

McDaniel Terry & Co reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
McDaniel Terry & Co sold 3,215 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $368K.
McDaniel Terry & Co first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 1 quarter.
McDaniel Terry & Co's iShares Core S&P Small-Cap ETF position peaked at $368K in Q4 2021.
2,059 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on McDaniel Terry & Co's 13F filing for Q1 2022, filed 27 Apr 2022.