Wimmer Associates 1’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wimmer Associates 1’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 Q2	–	Sell	-2,000	Closed	-$217K	–	122
2021 Q1	$217K	Buy	+2,000	New	+$209K	0.12%	113
2020 Q1	–	Sell	-3,235	Closed	-$271K	–	98
2019 Q4	$271K	Sell	3,235 -318	-9%	-$25.6K	0.22%	93
2019 Q3	$277K	Hold	3,553	–	–	0.24%	87
2019 Q2	$278K	Sell	3,553 -430	-11%	-$33.4K	0.24%	89
2019 Q1	$307K	Sell	3,983 -105	-3%	-$8.06K	0.27%	83
2018 Q4	$283K	Buy	4,088 +293	+8%	+$22.6K	0.28%	87
2018 Q3	$331K	Hold	3,795	–	–	0.28%	84
2018 Q2	$317K	Buy	3,795 +10	+0.3%	+$815	0.28%	86
2018 Q1	$291K	Hold	3,785	–	–	0.26%	95
2017 Q4	$291K	Buy	3,785 +185	+5%	+$13.9K	0.26%	95
2017 Q3	$267K	Hold	3,600	–	–	0.25%	99
2017 Q2	$252K	Sell	3,600 -220	-6%	-$15.2K	0.23%	102
2017 Q1	$264K	Sell	3,820 -860	-18%	-$59.3K	0.25%	99
2016 Q4	$322K	Buy	+4,680	New	+$302K	0.3%	89

Other funds holding IJR

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wimmer Associates 1's IJR Position: Q2 2021 in Review

Wimmer Associates 1 sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2021, closing a stake of 2,000 shares — an estimated $217K sold.

Wimmer Associates 1 first reported a position in IJR in Q4 2016 and held it in 14 quarters. The position peaked at $331K in Q3 2018. 1,813 funds tracked by Wall St. Rank hold IJR as of Q2 2021.

Wimmer Associates 1 reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
Wimmer Associates 1 sold 2,000 iShares Core S&P Small-Cap ETF shares in Q2 2021, an estimated $217K.
Wimmer Associates 1 first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and held it in 14 quarters.
Wimmer Associates 1's iShares Core S&P Small-Cap ETF position peaked at $331K in Q3 2018.
1,813 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2021.

Based on Wimmer Associates 1's 13F filing for Q2 2021, filed 12 Aug 2021.