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

American Financial 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
2020 Q1	–	Sell	-3,145	Closed	-$245K	–	99
2019 Q4	$245K	Sell	3,145 -608	-16%	-$48.9K	0.04%	81
2019 Q3	$292K	Sell	3,753 -17	-0.5%	-$1.32K	0.06%	73
2019 Q2	$295K	Sell	3,770 -206	-5%	-$16K	0.06%	79
2019 Q1	$306K	Sell	3,976 -644	-14%	-$49.5K	0.06%	82
2018 Q4	$320K	Buy	+4,620	New	+$357K	0.07%	68

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

American Financial Advisors's IJR Position: Q1 2020 in Review

American Financial Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2020, closing a stake of 3,145 shares — an estimated $245K sold.

American Financial Advisors first reported a position in IJR in Q4 2018 and held it in 5 quarters. The position peaked at $320K in Q4 2018. 1,381 funds tracked by Wall St. Rank hold IJR as of Q1 2020.

American Financial Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
American Financial Advisors sold 3,145 iShares Core S&P Small-Cap ETF shares in Q1 2020, an estimated $245K.
American Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and held it in 5 quarters.
American Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $320K in Q4 2018.
1,381 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2020.

Based on American Financial Advisors's 13F filing for Q1 2020, filed 1 May 2020.