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Retirement Planning Company of New England’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Retirement Planning Company of New England’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
-1,014
Closed -$116K – 536
2021
Q4 		$116K Buy
+1,014
New +$116K 0.06% 285

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 $424B AUM 22.96% 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 $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $16.8B AUM 23.38% 1-Year Est. Return

Retirement Planning Company of New England's IJR Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2022, closing a stake of 1,014 shares — an estimated $116K sold.

Retirement Planning Company of New England first reported a position in IJR in Q4 2021 and held it in 1 quarter. The position peaked at $116K in Q4 2021. 2,060 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 1,014 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $116K.
  • Retirement Planning Company of New England first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's iShares Core S&P Small-Cap ETF position peaked at $116K in Q4 2021.
  • 2,060 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.