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

Rational 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 Q1	–	Sell	-2,156	Closed	-$198K	–	197
2020 Q4	$198K	Buy	+2,156	New	+$177K	0.05%	147
2020 Q1	–	Sell	-8,783	Closed	-$736K	–	335
2019 Q4	$736K	Buy	+8,783	New	+$707K	0.35%	81
2016 Q2	–	Sell	-21,000	Closed	-$1.18M	–	231
2016 Q1	$1.18M	Buy	+21,000	New	+$1.1M	0.78%	36
2015 Q3	–	Hold	0	–	–	–	88

Other funds holding IJR

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

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

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

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

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

Rational Advisors's IJR Position: Q1 2021 in Review

Rational Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2021, closing a stake of 2,156 shares — an estimated $198K sold.

Rational Advisors first reported a position in IJR in Q1 2016 and held it in 3 quarters. The position peaked at $1.18M in Q1 2016. 1,790 funds tracked by Wall St. Rank hold IJR as of Q1 2021.

Rational Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
Rational Advisors sold 2,156 iShares Core S&P Small-Cap ETF shares in Q1 2021, an estimated $198K.
Rational Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2016 and held it in 3 quarters.
Rational Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.18M in Q1 2016.
1,790 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2021.

Based on Rational Advisors's 13F filing for Q1 2021, filed 10 May 2021.