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Woodley Farra Manion Portfolio Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Woodley Farra Manion Portfolio Management’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 		– Sell
-124
Closed -$8K – 230
2020
Q2 		$8K Hold
124
– – ﹤0.01% 284
2020
Q1 		$7K Hold
124
– – ﹤0.01% 298
2019
Q4 		$10K Buy
+124
New +$9.98K ﹤0.01% 282

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 $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's IJR Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2020, closing a stake of 124 shares — an estimated $8K sold.

Woodley Farra Manion Portfolio Management first reported a position in IJR in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 1,454 funds tracked by Wall St. Rank hold IJR as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 124 iShares Core S&P Small-Cap ETF shares in Q3 2020, an estimated $8K.
  • Woodley Farra Manion Portfolio Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's iShares Core S&P Small-Cap ETF position peaked at $10K 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 Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.