AQA
IJR icon

Alpha Quant Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Alpha Quant Advisors’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 		$58K Sell
751
-1
-0.1% -$77 0.06% 126
2018
Q4 		$52K Buy
+752
New +$58.1K 0.05% 127

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
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

Alpha Quant Advisors's IJR Position: Q1 2019 in Review

Alpha Quant Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.13% in Q1 2019, selling an estimated $77 and leaving 751 shares worth $58K. The position accounts for 0.06% of the portfolio, ranked #126.

Alpha Quant Advisors first reported a position in IJR in Q4 2018 and has held it in 2 quarters since. 1,346 funds tracked by Wall St. Rank hold IJR as of Q1 2019.

  • Alpha Quant Advisors held 751 shares of iShares Core S&P Small-Cap ETF worth $58K as of Q1 2019.
  • Alpha Quant Advisors sold 1 iShares Core S&P Small-Cap ETF share in Q1 2019, an estimated $77.
  • iShares Core S&P Small-Cap ETF made up 0.06% of Alpha Quant Advisors's portfolio in Q1 2019, its #126 holding.
  • Alpha Quant Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 2 quarters since.
  • 1,346 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2019.

Based on Alpha Quant Advisors's 13F filing for Q1 2019, filed 8 May 2019.