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

Stearns Financial Services Group’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 Q2	–	Sell	-2,423	Closed	-$136K	–	207
2020 Q1	$136K	Buy	2,423 +2,294	+1,778%	+$171K	0.02%	136
2019 Q4	$11K	Buy	+129	New	+$10.4K	﹤0.01%	175
2019 Q2	–	Sell	-288	Closed	-$22K	–	182
2019 Q1	$22K	Buy	288 +125	+77%	+$9.6K	﹤0.01%	155
2018 Q4	$11K	Sell	163 -38	-19%	-$2.94K	﹤0.01%	164
2018 Q3	$18K	Buy	+201	New	+$17.6K	﹤0.01%	158

Other funds holding IJR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Stearns Financial Services Group's IJR Position: Q2 2020 in Review

Stearns Financial Services Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2020, closing a stake of 2,423 shares — an estimated $136K sold.

Stearns Financial Services Group first reported a position in IJR in Q3 2018 and held it in 5 quarters. The position peaked at $136K in Q1 2020. 1,439 funds tracked by Wall St. Rank hold IJR as of Q2 2020.

Stearns Financial Services Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
Stearns Financial Services Group sold 2,423 iShares Core S&P Small-Cap ETF shares in Q2 2020, an estimated $136K.
Stearns Financial Services Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and held it in 5 quarters.
Stearns Financial Services Group's iShares Core S&P Small-Cap ETF position peaked at $136K in Q1 2020.
1,439 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2020.

Based on Stearns Financial Services Group's 13F filing for Q2 2020, filed 14 Aug 2020.