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Winslow Evans & Crocker’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Winslow Evans & Crocker’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
Q4 		$160K Buy
1,741
+1,318
+312% +$108K 0.03% 364
2020
Q3 		$30K Hold
423
– – 0.01% 551
2020
Q2 		$29K Buy
423
+129
+44% +$8.14K 0.01% 544
2020
Q1 		$18K Sell
294
-194
-40% -$14.4K 0.01% 590
2019
Q4 		$42K Sell
488
-120
-20% -$9.65K 0.01% 528
2019
Q3 		$50K Sell
608
-10,350
-94% -$801K 0.01% 499
2019
Q2 		$860K Sell
10,958
-386
-3% -$30K 0.24% 99
2019
Q1 		$878K Buy
11,344
+40
+0.4% +$3.07K 0.25% 90
2018
Q4 		$786K Buy
11,304
+120
+1% +$9.27K 0.26% 86
2018
Q3 		$978K Buy
11,184
+10,560
+1,692% +$925K 0.3% 83
2018
Q2 		$54K Buy
624
+100
+19% +$8.15K 0.02% 478
2018
Q1 		$40.3K Buy
524
+106
+25% +$8.25K 0.01% 527
2017
Q4 		$32.1K Hold
418
– – 0.01% 574
2017
Q3 		$31K Sell
418
-1,797
-81% -$126K 0.01% 572
2017
Q2 		$155K Sell
2,215
-199
-8% -$13.8K 0.04% 351
2017
Q1 		$167K Buy
2,414
+570
+31% +$39.3K 0.05% 322
2016
Q4 		$127K Sell
1,844
-56
-3% -$3.61K 0.04% 361
2016
Q3 		$118K Buy
1,900
+252
+15% +$15.4K 0.03% 377
2016
Q2 		$95.8K Buy
1,648
+6
+0.4% +$342 0.03% 391
2016
Q1 		$92.4K Sell
1,642
-42
-2% -$2.19K 0.03% 383
2015
Q4 		$92.7K Buy
1,684
+420
+33% +$23.7K 0.03% 412
2015
Q3 		$67.2K Sell
1,264
-20
-2% -$1.14K 0.02% 463
2015
Q2 		$75.6K Buy
1,284
+160
+14% +$9.46K 0.02% 475
2015
Q1 		$66.3K Hold
1,124
– – 0.02% 496
2014
Q4 		$64.1K Buy
1,124
+128
+13% +$6.99K 0.02% 493
2014
Q3 		$51.8K Buy
996
+2
+0.2% +$109 0.01% 547
2014
Q2 		$55.7K Sell
994
-42
-4% -$2.27K 0.02% 477
2014
Q1 		$57.1K Buy
1,036
+152
+17% +$8.22K 0.02% 462
2013
Q4 		$48K Buy
+884
New +$46.2K 0.02% 518

Other funds holding IJR

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

Winslow Evans & Crocker's IJR Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares Core S&P Small-Cap ETF (IJR) stake by 312% in Q4 2020, buying an estimated $108K and bringing the position to 1,741 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #364.

Winslow Evans & Crocker first reported a position in IJR in Q4 2013 and has held it in 29 quarters since. The position peaked at $978K in Q3 2018. 1,727 funds tracked by Wall St. Rank hold IJR as of Q4 2020.

  • Winslow Evans & Crocker held 1,741 shares of iShares Core S&P Small-Cap ETF worth $160K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,318 iShares Core S&P Small-Cap ETF shares in Q4 2020, an estimated $108K.
  • iShares Core S&P Small-Cap ETF made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #364 holding.
  • Winslow Evans & Crocker first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's iShares Core S&P Small-Cap ETF position peaked at $978K in Q3 2018.
  • 1,727 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.