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

Schroders’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
2019
Q4 		– Sell
-81,920
Closed -$6.38M – 10
2019
Q3 		$6.38M Sell
81,920
-2,373,666
-97% -$184M 0.29% 9
2019
Q2 		$192M Buy
2,455,586
+46,001
+2% +$3.57M 9.36% 5
2019
Q1 		$186M Buy
+2,409,585
New +$185M 10.05% 5
2018
Q1 		– Sell
-3,437,869
Closed -$264M – 9
2017
Q4 		$264M Sell
3,437,869
-3,056,449
-47% -$230M 10.04% 3
2017
Q3 		$486M Buy
+6,494,318
New +$455M 17.02% 3
2017
Q1 		$446M Buy
+6,452,518
New +$445M 20.2% 2

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Schroders's IJR Position: Q4 2019 in Review

Schroders sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2019, closing a stake of 81,920 shares — an estimated $6.38M sold.

Schroders first reported a position in IJR in Q1 2017 and held it in 6 quarters. The position peaked at $486M in Q3 2017. 1,559 funds tracked by Wall St. Rank hold IJR as of Q4 2019.

  • Schroders reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Schroders sold 81,920 iShares Core S&P Small-Cap ETF shares in Q4 2019, an estimated $6.38M.
  • Schroders first reported a position in iShares Core S&P Small-Cap ETF in Q1 2017 and held it in 6 quarters.
  • Schroders's iShares Core S&P Small-Cap ETF position peaked at $486M in Q3 2017.
  • 1,559 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2019.

Based on Schroders's 13F filing for Q4 2019, filed 6 Aug 2021.