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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$722K Buy
10,283
+893
+10% +$64K 0.44% 45
2020
Q2
$641K Buy
+9,390
New +$593K 0.42% 44

Other funds holding IJR

Smith Capital Management's IJR Position: Q3 2020 in Review

Smith Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 9.5% in Q3 2020, buying an estimated $64K and bringing the position to 10,283 shares worth $722K. The position accounts for 0.44% of the portfolio, ranked #45.

Smith Capital Management first reported a position in IJR in Q2 2020 and has held it in 2 quarters since. 1,453 funds tracked by Wall St. Rank hold IJR as of Q3 2020.

  • Smith Capital Management held 10,283 shares of iShares Core S&P Small-Cap ETF worth $722K as of Q3 2020.
  • Smith Capital Management bought 893 iShares Core S&P Small-Cap ETF shares in Q3 2020, an estimated $64K.
  • iShares Core S&P Small-Cap ETF made up 0.44% of Smith Capital Management's portfolio in Q3 2020, its #45 holding.
  • Smith Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 2 quarters since.
  • 1,453 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2020.

Based on Smith Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.