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

Pinnacle 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 Q2	$11.8M	Buy	+104,783	New	+$11.7M	0.48%	69

Other funds holding IJR

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

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

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

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

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

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

Pinnacle Wealth Advisors's IJR Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2021: 104,783 shares worth $11.8M. The stake represents 0.48% of the portfolio and ranks #69 among its holdings.

1,813 funds tracked by Wall St. Rank hold IJR as of Q2 2021.

Pinnacle Wealth Advisors held 104,783 shares of iShares Core S&P Small-Cap ETF worth $11.8M as of Q2 2021.
iShares Core S&P Small-Cap ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares Core S&P Small-Cap ETF made up 0.48% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #69 holding.
1,813 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.