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

Smith & Howard Wealth Management’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
2020
Q1 		– Sell
-10,509
Closed -$881K – 75
2019
Q4 		$881K Buy
10,509
+6,559
+166% +$528K 0.3% 37
2019
Q3 		$307K Buy
+3,950
New +$306K 0.12% 54

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Smith & Howard Wealth Management's IJR Position: Q1 2020 in Review

Smith & Howard Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2020, closing a stake of 10,509 shares — an estimated $881K sold.

Smith & Howard Wealth Management first reported a position in IJR in Q3 2019 and held it in 2 quarters. The position peaked at $881K in Q4 2019. 1,383 funds tracked by Wall St. Rank hold IJR as of Q1 2020.

  • Smith & Howard Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 10,509 iShares Core S&P Small-Cap ETF shares in Q1 2020, an estimated $881K.
  • Smith & Howard Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and held it in 2 quarters.
  • Smith & Howard Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $881K in Q4 2019.
  • 1,383 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2020.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.