Squar Milner Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Squar Milner Financial Services’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 Q3	–	Sell	-3,744	Closed	-$256K	–	86
2020 Q2	$256K	Buy	3,744 +224	+6%	+$14.1K	0.15%	173
2020 Q1	$197K	Sell	3,520 -3,902	-53%	-$291K	0.12%	166
2019 Q4	$622K	Buy	7,422 +3,673	+98%	+$296K	0.31%	68
2019 Q3	$263K	Sell	3,749 -12,175	-76%	-$943K	0.13%	175
2019 Q2	$1.25M	Sell	15,924 -5,266	-25%	-$409K	0.84%	18
2019 Q1	$1.63M	Buy	21,190 +2,264	+12%	+$174K	1.21%	12
2018 Q4	$1.31M	Buy	18,926 +1,832	+11%	+$142K	1.26%	13
2018 Q3	$1.49M	Sell	17,094 -221	-1%	-$19.4K	1.34%	11
2018 Q2	$1.45M	Sell	17,315 -373	-2%	-$30.4K	1.27%	10
2018 Q1	$1.36M	Buy	17,688 +1,292	+8%	+$101K	1.72%	10
2017 Q4	$1.31M	Buy	+16,396	New	+$1.24M	1.59%	11

Other funds holding IJR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Squar Milner Financial Services's IJR Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2020, closing a stake of 3,744 shares — an estimated $256K sold.

Squar Milner Financial Services first reported a position in IJR in Q4 2017 and held it in 11 quarters. The position peaked at $1.63M in Q1 2019. 1,453 funds tracked by Wall St. Rank hold IJR as of Q3 2020.

Squar Milner Financial Services reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,744 iShares Core S&P Small-Cap ETF shares in Q3 2020, an estimated $256K.
Squar Milner Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's iShares Core S&P Small-Cap ETF position peaked at $1.63M in Q1 2019.
1,453 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.