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

Strategic Wealth Management 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
2021 Q2	$2.8M	Buy	24,770 +736	+3%	+$82.1K	1.02%	16
2021 Q1	$2.61M	Buy	24,034 +2,087	+10%	+$218K	1%	13
2020 Q4	$2.02M	Buy	21,947 +1,266	+6%	+$104K	0.87%	18
2020 Q3	$1.45M	Buy	20,681 +5,416	+35%	+$388K	0.71%	23
2020 Q2	$1.04M	Buy	15,265 +7,651	+100%	+$483K	0.62%	26
2020 Q1	$427K	Buy	7,614 +3,777	+98%	+$281K	0.32%	43
2019 Q4	$322K	Buy	+3,837	New	+$309K	0.21%	64

Other funds holding IJR

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

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

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

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

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

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

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

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

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

FCAS

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

Strategic Wealth Management Group's IJR Position: Q2 2021 in Review

Strategic Wealth Management Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.1% in Q2 2021, buying an estimated $82.1K and bringing the position to 24,770 shares worth $2.8M. The position accounts for 1.02% of the portfolio, ranked #16.

Strategic Wealth Management Group first reported a position in IJR in Q4 2019 and has held it in 7 quarters since. 1,813 funds tracked by Wall St. Rank hold IJR as of Q2 2021.

Strategic Wealth Management Group held 24,770 shares of iShares Core S&P Small-Cap ETF worth $2.8M as of Q2 2021.
Strategic Wealth Management Group bought 736 iShares Core S&P Small-Cap ETF shares in Q2 2021, an estimated $82.1K.
iShares Core S&P Small-Cap ETF made up 1.02% of Strategic Wealth Management Group's portfolio in Q2 2021, its #16 holding.
Strategic Wealth Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 7 quarters since.
1,813 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.