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

Phoenix 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
2021 Q4	–	Sell	-134	Closed	-$15K	–	232
2021 Q3	$15K	Hold	134	–	–	0.01%	282
2021 Q2	$15K	Hold	134	–	–	0.01%	274
2021 Q1	$15K	Hold	134	–	–	0.01%	274
2020 Q4	$12K	Buy	+134	New	+$11K	0.01%	290

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Phoenix Wealth Advisors's IJR Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2021, closing a stake of 134 shares — an estimated $15K sold.

Phoenix Wealth Advisors first reported a position in IJR in Q4 2020 and held it in 4 quarters. The position peaked at $15K in Q3 2021. 2,048 funds tracked by Wall St. Rank hold IJR as of Q4 2021.

Phoenix Wealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 134 iShares Core S&P Small-Cap ETF shares in Q4 2021, an estimated $15K.
Phoenix Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $15K in Q3 2021.
2,048 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.