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Mountain Capital Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Mountain Capital Investment Advisors’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
2023
Q2 		– Sell
-46,807
Closed -$4.5M – 73
2023
Q1 		$4.5M Sell
46,807
-38,488
-45% -$3.85M 1.98% 8
2022
Q4 		$8.38M Sell
85,295
-5,331
-6% -$511K 3.81% 6
2022
Q3 		$8.29M Buy
90,626
+11,851
+15% +$1.15M 4.34% 5
2022
Q2 		$7.4M Sell
78,775
-15,248
-16% -$1.52M 3.7% 8
2022
Q1 		$9.74M Buy
94,023
+76,767
+445% +$8.28M 4.6% 4
2021
Q4 		$1.96M Sell
17,256
-3,885
-18% -$443K 0.89% 25
2021
Q3 		$2.35M Sell
21,141
-1,746
-8% -$192K 1.25% 19
2021
Q2 		$2.49M Buy
22,887
+217
+1% +$24.2K 1.15% 20
2021
Q1 		$2.47M Buy
22,670
+13,077
+136% +$1.37M 1.24% 18
2020
Q4 		$942K Sell
9,593
-454
-5% -$37.3K 0.57% 56
2020
Q3 		$770K Buy
+10,047
New +$720K 0.5% 71
2019
Q4 		– Sell
-5,109
Closed -$398K – 47
2019
Q3 		$398K Buy
5,109
+466
+10% +$36.1K 0.35% 27
2019
Q2 		$355K Buy
4,643
+968
+26% +$75.1K 0.33% 32
2019
Q1 		$284K Buy
3,675
+72
+2% +$5.53K 0.31% 32
2018
Q4 		$250K Buy
3,603
+1,028
+40% +$79.4K 0.35% 24
2018
Q3 		$225K Sell
2,575
-703
-21% -$61.6K 0.22% 43
2018
Q2 		$274K Buy
+3,278
New +$267K 0.27% 32
2017
Q4 		– Sell
-1,299
Closed -$96K – 211
2017
Q3 		$96K Buy
1,299
+1,133
+683% +$79.4K 0.09% 70
2017
Q2 		$12K Buy
+166
New +$11.5K 0.01% 277

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mountain Capital Investment Advisors's IJR Position: Q2 2023 in Review

Mountain Capital Investment Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2023, closing a stake of 46,807 shares — an estimated $4.5M sold.

Mountain Capital Investment Advisors first reported a position in IJR in Q2 2017 and held it in 19 quarters. The position peaked at $9.74M in Q1 2022. 2,102 funds tracked by Wall St. Rank hold IJR as of Q2 2023.

  • Mountain Capital Investment Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 46,807 iShares Core S&P Small-Cap ETF shares in Q2 2023, an estimated $4.5M.
  • Mountain Capital Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2017 and held it in 19 quarters.
  • Mountain Capital Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $9.74M in Q1 2022.
  • 2,102 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2023.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.