Advisor Consultant Network’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Advisor Consultant Network’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
2016 Q3	$946K	Buy	+15,244	New	+$931K	0.13%	115

Other funds holding IJR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Advisor Consultant Network's IJR Position: Q3 2016 in Review

Advisor Consultant Network opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2016: 15,244 shares worth $946K. The stake represents 0.13% of the portfolio and ranks #115 among its holdings.

752 funds tracked by Wall St. Rank hold IJR as of Q3 2016.

Advisor Consultant Network held 15,244 shares of iShares Core S&P Small-Cap ETF worth $946K as of Q3 2016.
iShares Core S&P Small-Cap ETF was a new Advisor Consultant Network position in Q3 2016.
iShares Core S&P Small-Cap ETF made up 0.13% of Advisor Consultant Network's portfolio in Q3 2016, its #115 holding.
752 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2016.

Based on Advisor Consultant Network's 13F filing for Q3 2016, filed 14 Oct 2016.