NNP
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Nachman Norwood & Parrott’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Nachman Norwood & Parrott’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 		$2.49M Sell
22,043
-621
-3% -$69.3K 0.25% 78
2021
Q1 		$2.46M Sell
22,664
-318
-1% -$33.3K 0.27% 77
2020
Q4 		$2.11M Buy
22,982
+19
+0.1% +$1.56K 0.25% 80
2020
Q3 		$1.61M Sell
22,963
-58
-0.3% -$4.16K 0.22% 82
2020
Q2 		$1.57M Buy
23,021
+295
+1% +$18.6K 0.26% 77
2020
Q1 		$1.27M Buy
22,726
+13,423
+144% +$1,000K 0.26% 76
2019
Q4 		$780K Sell
9,303
-320
-3% -$25.7K 0.13% 126
2019
Q3 		$749K Sell
9,623
-448
-4% -$34.7K 0.13% 124
2019
Q2 		$788K Sell
10,071
-53
-0.5% -$4.11K 0.14% 116
2019
Q1 		$781K Buy
10,124
+38
+0.4% +$2.92K 0.15% 110
2018
Q4 		$699K Buy
+10,086
New +$780K 0.15% 114

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Nachman Norwood & Parrott's IJR Position: Q2 2021 in Review

Nachman Norwood & Parrott reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.7% in Q2 2021, selling an estimated $69.3K and leaving 22,043 shares worth $2.49M. The position accounts for 0.25% of the portfolio, ranked #78.

Nachman Norwood & Parrott first reported a position in IJR in Q4 2018 and has held it in 11 quarters since. 1,814 funds tracked by Wall St. Rank hold IJR as of Q2 2021.

  • Nachman Norwood & Parrott held 22,043 shares of iShares Core S&P Small-Cap ETF worth $2.49M as of Q2 2021.
  • Nachman Norwood & Parrott sold 621 iShares Core S&P Small-Cap ETF shares in Q2 2021, an estimated $69.3K.
  • iShares Core S&P Small-Cap ETF made up 0.25% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #78 holding.
  • Nachman Norwood & Parrott first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 11 quarters since.
  • 1,814 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.