American Economic Planning Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

American Economic Planning Group’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 Q3	$320K	Sell	4,090 -10,824	-73%	-$838K	0.09%	60
2019 Q2	$1.17M	Sell	14,914 -5,900	-28%	-$458K	0.35%	29
2019 Q1	$1.61M	Buy	20,814 +4,250	+26%	+$326K	0.5%	18
2018 Q4	$1.15M	Sell	16,564 -760	-4%	-$58.7K	0.37%	29
2018 Q3	$1.51M	Buy	17,324 +3,103	+22%	+$272K	0.54%	16
2018 Q2	$1.19M	Buy	14,221 +287	+2%	+$23.4K	0.44%	23
2018 Q1	$1.07M	Buy	13,934 +1,278	+10%	+$99.5K	0.39%	30
2017 Q4	$972K	Buy	12,656 +231	+2%	+$17.4K	0.36%	29
2017 Q3	$922K	Buy	12,425 +360	+3%	+$25.2K	0.35%	27
2017 Q2	$846K	Buy	12,065 +4,410	+58%	+$305K	0.33%	26
2017 Q1	$529K	Buy	+7,655	New	+$528K	0.21%	33

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

American Economic Planning Group's IJR Position: Q3 2019 in Review

American Economic Planning Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 73% in Q3 2019, selling an estimated $838K and leaving 4,090 shares worth $320K. The position accounts for 0.09% of the portfolio, ranked #60.

American Economic Planning Group first reported a position in IJR in Q1 2017 and has held it in 11 quarters since. The position peaked at $1.61M in Q1 2019. 1,332 funds tracked by Wall St. Rank hold IJR as of Q3 2019.

American Economic Planning Group held 4,090 shares of iShares Core S&P Small-Cap ETF worth $320K as of Q3 2019.
American Economic Planning Group sold 10,824 iShares Core S&P Small-Cap ETF shares in Q3 2019, an estimated $838K.
iShares Core S&P Small-Cap ETF made up 0.09% of American Economic Planning Group's portfolio in Q3 2019, its #60 holding.
American Economic Planning Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2017 and has held it in 11 quarters since.
American Economic Planning Group's iShares Core S&P Small-Cap ETF position peaked at $1.61M in Q1 2019.
1,332 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.