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

Reynders McVeigh Capital 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 Q2	–	Sell	-2,530	Closed	-$275K	–	238
2021 Q1	$275K	Buy	+2,530	New	+$265K	0.02%	200
2016 Q2	–	Sell	-4,166	Closed	-$234K	–	222
2016 Q1	$234K	Sell	4,166 -2,188	-34%	-$114K	0.03%	204
2015 Q4	$350K	Sell	6,354 -1,856	-23%	-$105K	0.06%	150
2015 Q3	$437K	Buy	+8,210	New	+$466K	0.08%	128

Other funds holding IJR

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Reynders McVeigh Capital Management's IJR Position: Q2 2021 in Review

Reynders McVeigh Capital Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2021, closing a stake of 2,530 shares — an estimated $275K sold.

Reynders McVeigh Capital Management first reported a position in IJR in Q3 2015 and held it in 4 quarters. The position peaked at $437K in Q3 2015. 1,813 funds tracked by Wall St. Rank hold IJR as of Q2 2021.

Reynders McVeigh Capital Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
Reynders McVeigh Capital Management sold 2,530 iShares Core S&P Small-Cap ETF shares in Q2 2021, an estimated $275K.
Reynders McVeigh Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2015 and held it in 4 quarters.
Reynders McVeigh Capital Management's iShares Core S&P Small-Cap ETF position peaked at $437K in Q3 2015.
1,813 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2021.

Based on Reynders McVeigh Capital Management's 13F filing for Q2 2021, filed 12 Aug 2021.