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

Mystic Asset 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
2022
Q1 		– Sell
-256
Closed -$29K – 268
2021
Q4 		$29K Buy
+256
New +$29.2K 0.01% 293

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
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

Mystic Asset Management's IJR Position: Q1 2022 in Review

Mystic Asset Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2022, closing a stake of 256 shares — an estimated $29K sold.

Mystic Asset Management first reported a position in IJR in Q4 2021 and held it in 1 quarter. The position peaked at $29K in Q4 2021. 2,059 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

  • Mystic Asset Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Mystic Asset Management sold 256 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $29K.
  • Mystic Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Mystic Asset Management's iShares Core S&P Small-Cap ETF position peaked at $29K 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 Mystic Asset Management's 13F filing for Q1 2022, filed 11 May 2022.