RK
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Rather & Kittrell’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Rather & Kittrell’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
2022
Q1 		– Sell
-1,129
Closed -$129K – 168
2021
Q4 		$129K Buy
+1,129
New +$129K 0.11% 77

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Rather & Kittrell's IJR Position: Q1 2022 in Review

Rather & Kittrell sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2022, closing a stake of 1,129 shares — an estimated $129K sold.

Rather & Kittrell first reported a position in IJR in Q4 2021 and held it in 1 quarter. The position peaked at $129K in Q4 2021. 2,059 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

  • Rather & Kittrell reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 1,129 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $129K.
  • Rather & Kittrell first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's iShares Core S&P Small-Cap ETF position peaked at $129K in Q4 2021.
  • 2,059 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.