Agran Libbie’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Agran Libbie’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
2015 Q2	–	Sell	-16,588	Closed	-$979K	–	126
2015 Q1	$979K	Sell	16,588 -400	-2%	-$22.9K	0.23%	82
2014 Q4	$969K	Hold	16,988	–	–	0.23%	81
2014 Q3	$886K	Buy	+16,988	New	+$924K	0.22%	79
2014 Q1	–	Sell	-18,446	Closed	-$1.01M	–	111
2013 Q4	$1.01M	Buy	+18,446	New	+$964K	0.27%	75
2013 Q3	–	Sell	-17,512	Closed	-$791K	–	110
2013 Q2	$791K	Buy	+17,512	New	+$776K	0.23%	80

Other funds holding IJR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Agran Libbie's IJR Position: Q2 2015 in Review

Agran Libbie sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2015, closing a stake of 16,588 shares — an estimated $979K sold.

Agran Libbie first reported a position in IJR in Q2 2013 and held it in 5 quarters. The position peaked at $1.01M in Q4 2013. 620 funds tracked by Wall St. Rank hold IJR as of Q2 2015.

Agran Libbie reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2015 after selling out during the quarter.
Agran Libbie sold 16,588 iShares Core S&P Small-Cap ETF shares in Q2 2015, an estimated $979K.
Agran Libbie first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and held it in 5 quarters.
Agran Libbie's iShares Core S&P Small-Cap ETF position peaked at $1.01M in Q4 2013.
620 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2015.

Based on Agran Libbie's 13F filing for Q2 2015, filed 28 Jul 2015.