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Portfolio Solutions’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Portfolio Solutions’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
-11,172
Closed -$785K – 43
2020
Q3 		$785K Sell
11,172
-293
-3% -$21K 0.11% 31
2020
Q2 		$783K Buy
11,465
+157
+1% +$9.91K 0.11% 29
2020
Q1 		$634K Buy
11,308
+1,699
+18% +$127K 0.1% 28
2019
Q4 		$806K Buy
+9,609
New +$773K 0.11% 26
2019
Q1 		– Sell
-12,465
Closed -$864K – 40
2018
Q4 		$864K Buy
12,465
+1,820
+17% +$141K 0.13% 22
2018
Q3 		$915K Buy
10,645
+940
+10% +$82.3K 0.13% 16
2018
Q2 		$810K Buy
9,705
+461
+5% +$37.6K 0.11% 18
2018
Q1 		$712K Buy
9,244
+1,646
+22% +$128K 0.1% 23
2017
Q4 		$584K Buy
7,598
+295
+4% +$22.2K 0.08% 22
2017
Q3 		$542K Sell
7,303
-378
-5% -$26.5K 0.07% 22
2017
Q2 		$539K Buy
7,681
+286
+4% +$19.8K 0.07% 22
2017
Q1 		$511K Buy
7,395
+2,635
+55% +$182K 0.07% 20
2016
Q4 		$327K Hold
4,760
– – 0.05% 27
2016
Q3 		$295K Buy
4,760
+366
+8% +$22.4K 0.04% 25
2016
Q2 		$255K Sell
4,394
-524
-11% -$29.9K 0.04% 28
2016
Q1 		$277K Buy
+4,918
New +$257K 0.04% 22

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

Portfolio Solutions's IJR Position: Q4 2020 in Review

Portfolio Solutions sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2020, closing a stake of 11,172 shares — an estimated $785K sold.

Portfolio Solutions first reported a position in IJR in Q1 2016 and held it in 16 quarters. The position peaked at $915K in Q3 2018. 1,727 funds tracked by Wall St. Rank hold IJR as of Q4 2020.

  • Portfolio Solutions reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Portfolio Solutions sold 11,172 iShares Core S&P Small-Cap ETF shares in Q4 2020, an estimated $785K.
  • Portfolio Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q1 2016 and held it in 16 quarters.
  • Portfolio Solutions's iShares Core S&P Small-Cap ETF position peaked at $915K in Q3 2018.
  • 1,727 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2020.

Based on Portfolio Solutions's 13F filing for Q4 2020, filed 12 Feb 2021.