BRF
IJR icon

B. Riley Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

B. Riley Financial’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
Q3 		– Sell
-9,067
Closed -$781K – 233
2018
Q2 		$781K Sell
9,067
-970
-10% -$79K 0.2% 93
2018
Q1 		$773K Sell
10,037
-1,140
-10% -$88.7K 0.22% 110
2017
Q4 		$859K Sell
11,177
-84
-0.7% -$6.33K 0.22% 110
2017
Q3 		$836K Buy
11,261
+7,839
+229% +$549K 0.23% 109
2017
Q2 		$240K Buy
+3,422
New +$237K 0.07% 188

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

B. Riley Financial's IJR Position: Q3 2018 in Review

B. Riley Financial sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2018, closing a stake of 9,067 shares — an estimated $781K sold.

B. Riley Financial first reported a position in IJR in Q2 2017 and held it in 5 quarters. The position peaked at $859K in Q4 2017. 1,217 funds tracked by Wall St. Rank hold IJR as of Q3 2018.

  • B. Riley Financial reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • B. Riley Financial sold 9,067 iShares Core S&P Small-Cap ETF shares in Q3 2018, an estimated $781K.
  • B. Riley Financial first reported a position in iShares Core S&P Small-Cap ETF in Q2 2017 and held it in 5 quarters.
  • B. Riley Financial's iShares Core S&P Small-Cap ETF position peaked at $859K in Q4 2017.
  • 1,217 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2018.

Based on B. Riley Financial's 13F filing for Q3 2018, filed 13 Nov 2018.