Vantage Investment Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Vantage Investment Partners’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
2022 Q1	–	Sell	-48,208	Closed	-$5.52M	–	87
2021 Q4	$5.52M	Hold	48,208	–	–	0.28%	55
2021 Q3	$5.26M	Hold	48,208	–	–	0.27%	53
2021 Q2	$5.45M	Sell	48,208 -17,852	-27%	-$1.99M	0.26%	54
2021 Q1	$7.17M	Hold	66,060	–	–	0.35%	59
2020 Q4	$6.07M	Hold	66,060	–	–	0.35%	53
2020 Q3	$4.64M	Hold	66,060	–	–	0.29%	49
2020 Q2	$4.51M	Hold	66,060	–	–	0.34%	47
2020 Q1	$3.71M	Hold	66,060	–	–	0.32%	49
2019 Q4	$5.54M	Buy	66,060 +1,110	+2%	+$89.3K	0.45%	60
2019 Q3	$5.06M	Buy	64,950 +1,100	+2%	+$85.2K	0.53%	59
2019 Q2	$5M	Buy	63,850 +1,750	+3%	+$136K	0.57%	54
2019 Q1	$4.79M	Hold	62,100	–	–	0.45%	62
2018 Q4	$4.3M	Hold	62,100	–	–	0.31%	68
2018 Q3	$5.42M	Hold	62,100	–	–	0.34%	64
2018 Q2	$5.18M	Buy	+62,100	New	+$5.06M	0.37%	63

Other funds holding IJR

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Vantage Investment Partners's IJR Position: Q1 2022 in Review

Vantage Investment Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2022, closing a stake of 48,208 shares — an estimated $5.52M sold.

Vantage Investment Partners first reported a position in IJR in Q2 2018 and held it in 15 quarters. The position peaked at $7.17M in Q1 2021. 2,059 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

Vantage Investment Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
Vantage Investment Partners sold 48,208 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $5.52M.
Vantage Investment Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and held it in 15 quarters.
Vantage Investment Partners's iShares Core S&P Small-Cap ETF position peaked at $7.17M in Q1 2021.
2,059 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on Vantage Investment Partners's 13F filing for Q1 2022, filed 22 Apr 2022.