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Rinet Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Rinet Company’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
Q3 		$1.02M Buy
9,322
+332
+4% +$36.6K 0.19% 40
2021
Q2 		$1.02M Hold
8,990
– – 0.19% 38
2021
Q1 		$976K Buy
+8,990
New +$941K 0.2% 37

Other funds holding IJR

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

Rinet Company's IJR Position: Q3 2021 in Review

Rinet Company increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.7% in Q3 2021, buying an estimated $36.6K and bringing the position to 9,322 shares worth $1.02M. The position accounts for 0.19% of the portfolio, ranked #40.

Rinet Company first reported a position in IJR in Q1 2021 and has held it in 3 quarters since. 1,810 funds tracked by Wall St. Rank hold IJR as of Q3 2021.

  • Rinet Company held 9,322 shares of iShares Core S&P Small-Cap ETF worth $1.02M as of Q3 2021.
  • Rinet Company bought 332 iShares Core S&P Small-Cap ETF shares in Q3 2021, an estimated $36.6K.
  • iShares Core S&P Small-Cap ETF made up 0.19% of Rinet Company's portfolio in Q3 2021, its #40 holding.
  • Rinet Company first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 3 quarters since.
  • 1,810 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.