Ahrens Investment Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Ahrens Investment Partners’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 Q1	–	Sell	-2,889	Closed	-$200K	–	180
2018 Q4	$200K	Sell	2,889 -100	-3%	-$7.73K	0.09%	141
2018 Q3	$261K	Buy	2,989 +54	+2%	+$4.73K	0.1%	132
2018 Q2	$245K	Sell	2,935 -80	-3%	-$6.52K	0.1%	126
2018 Q1	$232K	Sell	3,015 -450	-13%	-$35K	0.1%	121
2017 Q4	$266K	Hold	3,465	–	–	0.11%	121
2017 Q3	$257K	Sell	3,465 -1,530	-31%	-$107K	0.11%	114
2017 Q2	$350K	Buy	4,995 +1,460	+41%	+$101K	0.15%	90
2017 Q1	$244K	Buy	3,535 +383	+12%	+$26.4K	0.12%	109
2016 Q4	$217K	Buy	+3,152	New	+$203K	0.11%	116

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

Ahrens Investment Partners's IJR Position: Q1 2019 in Review

Ahrens Investment Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2019, closing a stake of 2,889 shares — an estimated $200K sold.

Ahrens Investment Partners first reported a position in IJR in Q4 2016 and held it in 9 quarters. The position peaked at $350K in Q2 2017. 1,346 funds tracked by Wall St. Rank hold IJR as of Q1 2019.

Ahrens Investment Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
Ahrens Investment Partners sold 2,889 iShares Core S&P Small-Cap ETF shares in Q1 2019, an estimated $200K.
Ahrens Investment Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and held it in 9 quarters.
Ahrens Investment Partners's iShares Core S&P Small-Cap ETF position peaked at $350K in Q2 2017.
1,346 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2019.

Based on Ahrens Investment Partners's 13F filing for Q1 2019, filed 2 May 2019.