Wealth Advisors of Iowa’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wealth Advisors of Iowa’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	-20,181	Closed	-$2.31M	–	64
2021 Q4	$2.31M	Sell	20,181 -1,076	-5%	-$123K	1.26%	11
2021 Q3	$2.32M	Sell	21,257 -48,378	-69%	-$5.33M	1.26%	12
2021 Q2	$7.87M	Buy	69,635 +3,292	+5%	+$367K	4.11%	10
2021 Q1	$7.2M	Buy	+66,343	New	+$6.94M	4.01%	10

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

Wealth Advisors of Iowa's IJR Position: Q1 2022 in Review

Wealth Advisors of Iowa sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2022, closing a stake of 20,181 shares — an estimated $2.31M sold.

Wealth Advisors of Iowa first reported a position in IJR in Q1 2021 and held it in 4 quarters. The position peaked at $7.87M in Q2 2021. 2,060 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

Wealth Advisors of Iowa reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
Wealth Advisors of Iowa sold 20,181 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $2.31M.
Wealth Advisors of Iowa first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and held it in 4 quarters.
Wealth Advisors of Iowa's iShares Core S&P Small-Cap ETF position peaked at $7.87M in Q2 2021.
2,060 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2022, filed 10 May 2022.