US Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

US Financial Advisors’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 Q3	–	Sell	-2,209	Closed	-$250K	–	70
2021 Q2	$250K	Sell	2,209 -13,524	-86%	-$1.51M	0.12%	61
2021 Q1	$1.71M	Buy	15,733 +624	+4%	+$65.3K	0.47%	44
2020 Q4	$1.39M	Buy	+15,109	New	+$1.24M	0.42%	43
2016 Q1	–	Sell	-2,492	Closed	-$137K	–	543
2015 Q4	$137K	Buy	2,492 +170	+7%	+$9.58K	0.13%	76
2015 Q3	$124K	Buy	2,322 +684	+42%	+$38.8K	0.21%	61
2015 Q2	$97K	Hold	1,638	–	–	0.09%	69
2015 Q1	$97K	Sell	1,638 -616	-27%	-$35.3K	0.09%	69
2014 Q4	$129K	Buy	+2,254	New	+$123K	0.12%	67

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

US Financial Advisors's IJR Position: Q3 2021 in Review

US Financial Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2021, closing a stake of 2,209 shares — an estimated $250K sold.

US Financial Advisors first reported a position in IJR in Q4 2014 and held it in 8 quarters. The position peaked at $1.71M in Q1 2021. 1,811 funds tracked by Wall St. Rank hold IJR as of Q3 2021.

US Financial Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
US Financial Advisors sold 2,209 iShares Core S&P Small-Cap ETF shares in Q3 2021, an estimated $250K.
US Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2014 and held it in 8 quarters.
US Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.71M in Q1 2021.
1,811 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2021.

Based on US Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.