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

AlphaOne Investment Services’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
2018
Q2 		– Sell
-672
Closed -$52K – 329
2018
Q1 		$52K Buy
672
+397
+144% +$30.9K 0.01% 287
2017
Q4 		$21K Buy
275
+161
+141% +$12.1K 0.01% 271
2017
Q3 		$8K Buy
+114
New +$7.99K ﹤0.01% 284

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AlphaOne Investment Services's IJR Position: Q2 2018 in Review

AlphaOne Investment Services sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2018, closing a stake of 672 shares — an estimated $52K sold.

AlphaOne Investment Services first reported a position in IJR in Q3 2017 and held it in 3 quarters. The position peaked at $52K in Q1 2018. 1,185 funds tracked by Wall St. Rank hold IJR as of Q2 2018.

  • AlphaOne Investment Services reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • AlphaOne Investment Services sold 672 iShares Core S&P Small-Cap ETF shares in Q2 2018, an estimated $52K.
  • AlphaOne Investment Services first reported a position in iShares Core S&P Small-Cap ETF in Q3 2017 and held it in 3 quarters.
  • AlphaOne Investment Services's iShares Core S&P Small-Cap ETF position peaked at $52K in Q1 2018.
  • 1,185 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2018.

Based on AlphaOne Investment Services's 13F filing for Q2 2018, filed 13 Aug 2018.