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

Aevitas Wealth 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
2019 Q2	–	Sell	-1,192	Closed	-$91K	–	200
2019 Q1	$91K	Buy	1,192 +17	+1%	+$1.3K	0.08%	142
2018 Q4	$81K	Buy	1,175 +9	+0.8%	+$696	0.08%	143
2018 Q3	$102K	Buy	1,166 +3	+0.3%	+$263	0.09%	139
2018 Q2	$97K	Hold	1,163	–	–	0.09%	138
2018 Q1	$90K	Sell	1,163 -296	-20%	-$23K	0.09%	140
2017 Q4	$112K	Buy	+1,459	New	+$110K	0.11%	129

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Aevitas Wealth Management's IJR Position: Q2 2019 in Review

Aevitas Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2019, closing a stake of 1,192 shares — an estimated $91K sold.

Aevitas Wealth Management first reported a position in IJR in Q4 2017 and held it in 6 quarters. The position peaked at $112K in Q4 2017. 1,332 funds tracked by Wall St. Rank hold IJR as of Q2 2019.

Aevitas Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 1,192 iShares Core S&P Small-Cap ETF shares in Q2 2019, an estimated $91K.
Aevitas Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $112K in Q4 2017.
1,332 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.