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Paces Ferry Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-300
Closed -$21K – 595
2020
Q3 		$21K Buy
+300
New +$21.5K 0.02% 328

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
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

Paces Ferry Wealth Advisors's IJR Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2020, closing a stake of 300 shares — an estimated $21K sold.

Paces Ferry Wealth Advisors first reported a position in IJR in Q3 2020 and held it in 1 quarter. The position peaked at $21K in Q3 2020. 1,727 funds tracked by Wall St. Rank hold IJR as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 300 iShares Core S&P Small-Cap ETF shares in Q4 2020, an estimated $21K.
  • Paces Ferry Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $21K in Q3 2020.
  • 1,727 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.