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

WealthStone’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 Q1	$5.95M	Buy	54,783 +3,690	+7%	+$386K	2.07%	9
2020 Q4	$4.7M	Sell	51,093 -1,844	-3%	-$151K	1.67%	12
2020 Q3	$3.72M	Sell	52,937 -9,829	-16%	-$704K	1.7%	10
2020 Q2	$4.29M	Sell	62,766 -432,173	-87%	-$27.3M	2.04%	8
2020 Q1	$27.8M	Buy	494,939 +443,718	+866%	+$33M	27.92%	1
2019 Q4	$4.29M	Sell	51,221 -16,537	-24%	-$1.33M	2.54%	10
2019 Q3	$5.27M	Buy	+67,758	New	+$5.25M	2.8%	10
2019 Q2	–	Hold	0	–	–	–	8

Other funds holding IJR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

WealthStone's IJR Position: Q1 2021 in Review

WealthStone increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.2% in Q1 2021, buying an estimated $386K and bringing the position to 54,783 shares worth $5.95M. The position accounts for 2.07% of the portfolio, ranked #9.

WealthStone first reported a position in IJR in Q3 2019 and has held it in 7 quarters since. The position peaked at $27.8M in Q1 2020. 1,790 funds tracked by Wall St. Rank hold IJR as of Q1 2021.

WealthStone held 54,783 shares of iShares Core S&P Small-Cap ETF worth $5.95M as of Q1 2021.
WealthStone bought 3,690 iShares Core S&P Small-Cap ETF shares in Q1 2021, an estimated $386K.
iShares Core S&P Small-Cap ETF made up 2.07% of WealthStone's portfolio in Q1 2021, its #9 holding.
WealthStone first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and has held it in 7 quarters since.
WealthStone's iShares Core S&P Small-Cap ETF position peaked at $27.8M in Q1 2020.
1,790 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.