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IJR icon

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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return