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

Aris Wealth 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
2015 Q3	$298K	Buy	5,598 +1,130	+25%	+$64.1K	0.63%	29
2015 Q2	$263K	Buy	4,468 +58	+1%	+$3.43K	0.24%	91
2015 Q1	$260K	Buy	4,410 +562	+15%	+$32.2K	0.24%	89
2014 Q4	$219K	Buy	+3,848	New	+$210K	0.24%	101
2014 Q2	–	Sell	-8,768	Closed	-$483K	–	103
2014 Q1	$483K	Buy	+8,768	New	+$474K	0.71%	53

Other funds holding IJR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Aris Wealth Services's IJR Position: Q3 2015 in Review

Aris Wealth Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 25% in Q3 2015, buying an estimated $64.1K and bringing the position to 5,598 shares worth $298K. The position accounts for 0.63% of the portfolio, ranked #29.

Aris Wealth Services first reported a position in IJR in Q1 2014 and has held it in 5 quarters since. The position peaked at $483K in Q1 2014. 623 funds tracked by Wall St. Rank hold IJR as of Q3 2015.

Aris Wealth Services held 5,598 shares of iShares Core S&P Small-Cap ETF worth $298K as of Q3 2015.
Aris Wealth Services bought 1,130 iShares Core S&P Small-Cap ETF shares in Q3 2015, an estimated $64.1K.
iShares Core S&P Small-Cap ETF made up 0.63% of Aris Wealth Services's portfolio in Q3 2015, its #29 holding.
Aris Wealth Services first reported a position in iShares Core S&P Small-Cap ETF in Q1 2014 and has held it in 5 quarters since.
Aris Wealth Services's iShares Core S&P Small-Cap ETF position peaked at $483K in Q1 2014.
623 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.