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Roger Wittlin Investment Advisory’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Roger Wittlin Investment Advisory’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
-1,502
Closed -$172K – 27
2021
Q4 		$172K Buy
+1,502
New +$171K 0.14% 23

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 $374B AUM 17.66% 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 $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

Roger Wittlin Investment Advisory's IJR Position: Q1 2022 in Review

Roger Wittlin Investment Advisory sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2022, closing a stake of 1,502 shares — an estimated $172K sold.

Roger Wittlin Investment Advisory first reported a position in IJR in Q4 2021 and held it in 1 quarter. The position peaked at $172K in Q4 2021. 2,059 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

  • Roger Wittlin Investment Advisory reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Roger Wittlin Investment Advisory sold 1,502 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $172K.
  • Roger Wittlin Investment Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Roger Wittlin Investment Advisory's iShares Core S&P Small-Cap ETF position peaked at $172K in Q4 2021.
  • 2,059 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on Roger Wittlin Investment Advisory's 13F filing for Q1 2022, filed 16 May 2022.