Bank Hapoalim BM’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bank Hapoalim BM’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 Q4	–	Sell	-44,560	Closed	-$3.89M	–	176
2018 Q3	$3.89M	Hold	44,560	–	–	0.95%	33
2018 Q2	$3.72M	Hold	44,560	–	–	1.02%	28
2018 Q1	$3.43M	Sell	44,560 -3,000	-6%	-$234K	0.89%	27
2017 Q4	$3.65K	Sell	47,560 -2,890	-6%	-$218K	0.8%	29
2017 Q3	$3.74M	Hold	50,450	–	–	0.85%	30
2017 Q2	$3.54M	Sell	50,450 -530	-1%	-$36.7K	0.84%	29
2017 Q1	$3.52M	Buy	50,980 +660	+1%	+$45.5K	0.83%	32
2016 Q4	$3.46M	Buy	+50,320	New	+$3.25M	0.92%	29
2015 Q4	–	Sell	-160,000	Closed	-$8.53M	–	171
2015 Q3	$8.53M	Buy	160,000 +130,280	+438%	+$7.39M	1.98%	14
2015 Q2	$1.75M	Buy	+29,720	New	+$1.76M	0.34%	57

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank Hapoalim BM's IJR Position: Q4 2018 in Review

Bank Hapoalim BM sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2018, closing a stake of 44,560 shares — an estimated $3.89M sold.

Bank Hapoalim BM first reported a position in IJR in Q2 2015 and held it in 10 quarters. The position peaked at $8.53M in Q3 2015. 1,305 funds tracked by Wall St. Rank hold IJR as of Q4 2018.

Bank Hapoalim BM reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
Bank Hapoalim BM sold 44,560 iShares Core S&P Small-Cap ETF shares in Q4 2018, an estimated $3.89M.
Bank Hapoalim BM first reported a position in iShares Core S&P Small-Cap ETF in Q2 2015 and held it in 10 quarters.
Bank Hapoalim BM's iShares Core S&P Small-Cap ETF position peaked at $8.53M in Q3 2015.
1,305 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2018.

Based on Bank Hapoalim BM's 13F filing for Q4 2018, filed 11 Feb 2019.