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

PFM 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
2021
Q3 		$8.49M Sell
77,719
-1,799,534
-96% -$198M 0.16% 18
2021
Q2 		$212M Buy
1,877,253
+154,428
+9% +$17.2M 4.64% 3
2021
Q1 		$187M Sell
1,722,825
-32,493
-2% -$3.4M 4.52% 3
2020
Q4 		$161M Buy
+1,755,318
New +$144M 4.02% 5
2020
Q1 		– Sell
-61,055
Closed -$5.12M – 15
2019
Q4 		$5.12M Sell
61,055
-1,473,467
-96% -$119M 1.15% 9
2019
Q3 		$119M Buy
1,534,522
+46,181
+3% +$3.58M 18.24% 3
2019
Q2 		$117M Sell
1,488,341
-2,022
-0.1% -$157K 28.81% 2
2019
Q1 		$115M Buy
1,490,363
+15,217
+1% +$1.17M 28.98% 2
2018
Q4 		$102M Buy
+1,475,146
New +$114M 34.34% 2

Other funds holding IJR

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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