Resource Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Resource Management’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	$585K	Buy	5,105 +1,089	+27%	+$124K	0.06%	93
2021 Q3	$439K	Hold	4,016	–	–	0.05%	112
2021 Q2	$454K	Buy	4,016 +29	+0.7%	+$3.23K	0.05%	110
2021 Q1	$433K	Buy	3,987 +20	+0.5%	+$2.09K	0.05%	113
2020 Q4	$365K	Buy	+3,967	New	+$326K	0.05%	119
2020 Q2	–	Sell	-4,555	Closed	-$256K	–	148
2020 Q1	$256K	Buy	4,555 +87	+2%	+$6.48K	0.05%	109
2019 Q4	$375K	Buy	+4,468	New	+$359K	0.06%	105

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

Resource Management's IJR Position: Q4 2021 in Review

Resource Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 27% in Q4 2021, buying an estimated $124K and bringing the position to 5,105 shares worth $585K. The position accounts for 0.06% of the portfolio, ranked #93.

Resource Management first reported a position in IJR in Q4 2019 and has held it in 7 quarters since. 2,049 funds tracked by Wall St. Rank hold IJR as of Q4 2021.

Resource Management held 5,105 shares of iShares Core S&P Small-Cap ETF worth $585K as of Q4 2021.
Resource Management bought 1,089 iShares Core S&P Small-Cap ETF shares in Q4 2021, an estimated $124K.
iShares Core S&P Small-Cap ETF made up 0.06% of Resource Management's portfolio in Q4 2021, its #93 holding.
Resource Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 7 quarters since.
2,049 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.