WR
IJR icon

Watson Rebecca’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Watson Rebecca’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 		$408K Sell
5,807
-1,713
-23% -$123K 0.24% 48
2020
Q2 		$514K Sell
7,520
-3,632
-33% -$229K 0.31% 39
2020
Q1 		$633K Sell
11,152
-27,105
-71% -$2.02M 0.44% 39
2019
Q4 		$3.21M Buy
+38,257
New +$3.08M 1.95% 18

Other funds holding IJR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Watson Rebecca's IJR Position: Q3 2020 in Review

Watson Rebecca reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 23% in Q3 2020, selling an estimated $123K and leaving 5,807 shares worth $408K. The position accounts for 0.24% of the portfolio, ranked #48.

Watson Rebecca first reported a position in IJR in Q4 2019 and has held it in 4 quarters since. The position peaked at $3.21M in Q4 2019. 1,454 funds tracked by Wall St. Rank hold IJR as of Q3 2020.

  • Watson Rebecca held 5,807 shares of iShares Core S&P Small-Cap ETF worth $408K as of Q3 2020.
  • Watson Rebecca sold 1,713 iShares Core S&P Small-Cap ETF shares in Q3 2020, an estimated $123K.
  • iShares Core S&P Small-Cap ETF made up 0.24% of Watson Rebecca's portfolio in Q3 2020, its #48 holding.
  • Watson Rebecca first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 4 quarters since.
  • Watson Rebecca's iShares Core S&P Small-Cap ETF position peaked at $3.21M in Q4 2019.
  • 1,454 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.