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Barton Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Barton Investment Management’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
Q1 		– Sell
-180
Closed -$10K – 71
2015
Q4 		$10K Buy
+180
New +$10.1K ﹤0.01% 90

Other funds holding IJR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Barton Investment Management's IJR Position: Q1 2016 in Review

Barton Investment Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2016, closing a stake of 180 shares — an estimated $10K sold.

Barton Investment Management first reported a position in IJR in Q4 2015 and held it in 1 quarter. The position peaked at $10K in Q4 2015. 682 funds tracked by Wall St. Rank hold IJR as of Q1 2016.

  • Barton Investment Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2016 after selling out during the quarter.
  • Barton Investment Management sold 180 iShares Core S&P Small-Cap ETF shares in Q1 2016, an estimated $10K.
  • Barton Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and held it in 1 quarter.
  • Barton Investment Management's iShares Core S&P Small-Cap ETF position peaked at $10K in Q4 2015.
  • 682 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2016.

Based on Barton Investment Management's 13F filing for Q1 2016, filed 28 Apr 2016.