American Research & Management Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

American Research & Management Company’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	-1,000	Closed	-$77K	–	331
2018 Q1	$77K	Hold	1,000	–	–	0.03%	157
2017 Q4	$77K	Hold	1,000	–	–	0.02%	161
2017 Q3	$74K	Buy	+1,000	New	+$70.1K	0.02%	150
2017 Q2	–	Sell	-1,484	Closed	-$103K	–	341
2017 Q1	$103K	Hold	1,484	–	–	0.04%	127
2016 Q4	$102K	Hold	1,484	–	–	0.03%	139
2016 Q3	$92K	Hold	1,484	–	–	0.03%	141
2016 Q2	$86K	Hold	1,484	–	–	0.03%	135
2016 Q1	$84K	Hold	1,484	–	–	0.04%	135
2015 Q4	$82K	Buy	+1,484	New	+$83.6K	0.04%	138

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Research & Management Company's IJR Position: Q2 2018 in Review

American Research & Management Company sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2018, closing a stake of 1,000 shares — an estimated $77K sold.

American Research & Management Company first reported a position in IJR in Q4 2015 and held it in 9 quarters. The position peaked at $103K in Q1 2017. 1,186 funds tracked by Wall St. Rank hold IJR as of Q2 2018.

American Research & Management Company reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2018 after selling out during the quarter.
American Research & Management Company sold 1,000 iShares Core S&P Small-Cap ETF shares in Q2 2018, an estimated $77K.
American Research & Management Company first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and held it in 9 quarters.
American Research & Management Company's iShares Core S&P Small-Cap ETF position peaked at $103K in Q1 2017.
1,186 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2018.

Based on American Research & Management Company's 13F filing for Q2 2018, filed 25 Jul 2018.