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Ancora Family Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Ancora Family Wealth 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
2016
Q3 		$636K Buy
10,238
+1,980
+24% +$121K 0.22% 114
2016
Q2 		$480K Sell
8,258
-2,650
-24% -$151K 0.18% 123
2016
Q1 		$614K Sell
10,908
-630
-5% -$32.9K 0.25% 111
2015
Q4 		$635K Buy
11,538
+196
+2% +$11K 0.27% 113
2015
Q3 		$604K Buy
+11,342
New +$643K 0.25% 111

Other funds holding IJR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ancora Family Wealth Advisors's IJR Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 24% in Q3 2016, buying an estimated $121K and bringing the position to 10,238 shares worth $636K. The position accounts for 0.22% of the portfolio, ranked #114.

Ancora Family Wealth Advisors first reported a position in IJR in Q3 2015 and has held it in 5 quarters since. 752 funds tracked by Wall St. Rank hold IJR as of Q3 2016.

  • Ancora Family Wealth Advisors held 10,238 shares of iShares Core S&P Small-Cap ETF worth $636K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 1,980 iShares Core S&P Small-Cap ETF shares in Q3 2016, an estimated $121K.
  • iShares Core S&P Small-Cap ETF made up 0.22% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #114 holding.
  • Ancora Family Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2015 and has held it in 5 quarters since.
  • 752 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.