World Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

World Asset 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
2021 Q2	–	Sell	-2,027	Closed	-$224K	–	887
2021 Q1	$224K	Sell	2,027 -284	-12%	-$29.7K	0.02%	825
2020 Q4	$212K	Buy	+2,311	New	+$190K	0.02%	788
2019 Q2	–	Sell	-4,160	Closed	-$321K	–	1201
2019 Q1	$321K	Buy	+4,160	New	+$319K	0.02%	814
2018 Q4	–	Sell	-5,908	Closed	-$515K	–	1149
2018 Q3	$515K	Buy	5,908 +3,271	+124%	+$287K	0.02%	694
2018 Q2	$220K	Buy	+2,637	New	+$215K	0.01%	1125

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

World Asset Management's IJR Position: Q2 2021 in Review

World Asset Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2021, closing a stake of 2,027 shares — an estimated $224K sold.

World Asset Management first reported a position in IJR in Q2 2018 and held it in 5 quarters. The position peaked at $515K in Q3 2018. 1,813 funds tracked by Wall St. Rank hold IJR as of Q2 2021.

World Asset Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
World Asset Management sold 2,027 iShares Core S&P Small-Cap ETF shares in Q2 2021, an estimated $224K.
World Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and held it in 5 quarters.
World Asset Management's iShares Core S&P Small-Cap ETF position peaked at $515K 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 World Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.