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

Sunflower Bank 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 Q3	$3.16M	Sell	44,975 -6,193	-12%	-$444K	1.06%	20
2020 Q2	$3.49M	Sell	51,168 -230	-0.4%	-$14.5K	1.17%	16
2020 Q1	$2.88M	Sell	51,398 -246	-0.5%	-$18.3K	1.1%	17
2019 Q4	$4.33M	Buy	51,644 +1,375	+3%	+$111K	1.32%	14
2019 Q3	$3.91M	Sell	50,269 -162	-0.3%	-$12.5K	1.25%	16
2019 Q2	$3.95M	Sell	50,431 -430	-0.8%	-$33.4K	1.27%	17
2019 Q1	$3.92M	Sell	50,861 -1,832	-3%	-$141K	1.18%	19
2018 Q4	$3.65M	Sell	52,693 -3,224	-6%	-$249K	1.17%	19
2018 Q3	$4.88M	Buy	55,917 +219	+0.4%	+$19.2K	1.37%	16
2018 Q2	$4.65M	Buy	55,698 +1,225	+2%	+$99.8K	1.36%	18
2018 Q1	$4.19M	Buy	54,473 +4,400	+9%	+$342K	1.16%	21
2017 Q4	$3.85M	Buy	50,073 +2,035	+4%	+$153K	1.04%	21
2017 Q3	$3.56M	Sell	48,038 -895	-2%	-$62.7K	1.29%	15
2017 Q2	$3.43M	Sell	48,933 -44,734	-48%	-$3.1M	1.16%	18
2017 Q1	$6.48M	Buy	93,667 +21	+0%	+$1.45K	2.21%	7
2016 Q4	$6.44M	Sell	93,646 -2,240	-2%	-$144K	2.3%	8
2016 Q3	$5.95M	Buy	95,886 +56,198	+142%	+$3.43M	2.18%	8
2016 Q2	$2.31M	Sell	39,688 -570	-1%	-$32.5K	0.81%	26
2016 Q1	$2.27M	Sell	40,258 -62,180	-61%	-$3.25M	0.81%	26
2015 Q4	$5.64M	Buy	102,438 +2,440	+2%	+$138K	1.98%	10
2015 Q3	$5.33M	Buy	99,998 +1,160	+1%	+$65.8K	1.94%	10
2015 Q2	$5.83M	Buy	98,838 +54,320	+122%	+$3.21M	1.98%	11
2015 Q1	$2.63M	Buy	44,518 +5,410	+14%	+$310K	0.86%	23
2014 Q4	$2.23M	Sell	39,108 -1,620	-4%	-$88.4K	0.71%	27
2014 Q3	$2.12M	Buy	40,728 +372	+0.9%	+$20.2K	0.72%	26
2014 Q2	$2.26M	Sell	40,356 -56,918	-59%	-$3.08M	0.92%	26
2014 Q1	$5.36M	Buy	97,274 +46	+0%	+$2.49K	2.6%	8
2013 Q4	$5.3M	Buy	97,228 +48,330	+99%	+$2.53M	2.68%	8
2013 Q3	$2.44M	Sell	48,898 -2,354	-5%	-$114K	1.32%	15
2013 Q2	$2.31M	Buy	+51,252	New	+$2.27M	1.25%	16

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 $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sunflower Bank Wealth Management's IJR Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q3 2020, selling an estimated $444K and leaving 44,975 shares worth $3.16M. The position accounts for 1.06% of the portfolio, ranked #20.

Sunflower Bank Wealth Management first reported a position in IJR in Q2 2013 and has held it in 30 quarters since. The position peaked at $6.48M in Q1 2017. 1,454 funds tracked by Wall St. Rank hold IJR as of Q3 2020.

Sunflower Bank Wealth Management held 44,975 shares of iShares Core S&P Small-Cap ETF worth $3.16M as of Q3 2020.
Sunflower Bank Wealth Management sold 6,193 iShares Core S&P Small-Cap ETF shares in Q3 2020, an estimated $444K.
iShares Core S&P Small-Cap ETF made up 1.06% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #20 holding.
Sunflower Bank Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 30 quarters since.
Sunflower Bank Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $6.48M in Q1 2017.
1,454 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.