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

SVA 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
Q4 		$53.1M Buy
577,799
+1,587
+0.3% +$130K 4.63% 5
2020
Q3 		$40.5M Buy
576,212
+14,736
+3% +$1.06M 4.01% 7
2020
Q2 		$38.3M Buy
561,476
+537,120
+2,205% +$33.9M 4.09% 6
2020
Q1 		$1.37M Buy
24,356
+5,532
+29% +$412K 0.16% 105
2019
Q4 		$1.58M Sell
18,824
-1,686
-8% -$136K 0.14% 107
2019
Q3 		$1.6M Sell
20,510
-304
-1% -$23.5K 0.16% 104
2019
Q2 		$1.63M Sell
20,814
-366
-2% -$28.4K 0.16% 101
2019
Q1 		$1.63M Sell
21,180
-176
-0.8% -$13.5K 0.16% 105
2018
Q4 		$1.48M Buy
21,356
+7,075
+50% +$547K 0.17% 99
2018
Q3 		$1.25M Buy
14,281
+967
+7% +$84.7K 0.13% 111
2018
Q2 		$1.11M Sell
13,314
-1,199
-8% -$97.7K 0.12% 118
2018
Q1 		$1.08M Sell
14,513
-142
-1% -$11.1K 0.13% 115
2017
Q4 		$1.13M Buy
14,655
+142
+1% +$10.7K 0.13% 115
2017
Q3 		$1.08M Buy
14,513
+610
+4% +$42.7K 0.13% 115
2017
Q2 		$975K Buy
13,903
+2,075
+18% +$144K 0.13% 111
2017
Q1 		$818K Sell
11,828
-220
-2% -$15.2K 0.11% 115
2016
Q4 		$828K Buy
12,048
+404
+3% +$26.1K 0.12% 115
2016
Q3 		$723K Buy
11,644
+114
+1% +$6.96K 0.11% 122
2016
Q2 		$670K Buy
11,530
+1,820
+19% +$104K 0.11% 124
2016
Q1 		$547K Sell
9,710
-54
-0.6% -$2.82K 0.09% 135
2015
Q4 		$538K Sell
9,764
-460
-4% -$25.9K 0.09% 146
2015
Q3 		$545K Buy
10,224
+3,694
+57% +$210K 0.1% 142
2015
Q2 		$385K Buy
6,530
+2,656
+69% +$157K 0.07% 163
2015
Q1 		$229K Buy
+3,874
New +$222K 0.04% 196

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVA Wealth Management's IJR Position: Q4 2020 in Review

SVA Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.28% in Q4 2020, buying an estimated $130K and bringing the position to 577,799 shares worth $53.1M. The position accounts for 4.63% of the portfolio, ranked #5.

SVA Wealth Management first reported a position in IJR in Q1 2015 and has held it in 24 quarters since. 1,727 funds tracked by Wall St. Rank hold IJR as of Q4 2020.

  • SVA Wealth Management held 577,799 shares of iShares Core S&P Small-Cap ETF worth $53.1M as of Q4 2020.
  • SVA Wealth Management bought 1,587 iShares Core S&P Small-Cap ETF shares in Q4 2020, an estimated $130K.
  • iShares Core S&P Small-Cap ETF made up 4.63% of SVA Wealth Management's portfolio in Q4 2020, its #5 holding.
  • SVA Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2015 and has held it in 24 quarters since.
  • 1,727 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.