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

Beck Capital 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
2018 Q4	–	Sell	-2,505	Closed	-$219K	–	83
2018 Q3	$219K	Hold	2,505	–	–	0.09%	94
2018 Q2	$209K	Buy	+2,505	New	+$204K	0.1%	90
2014 Q2	–	Sell	-9,356	Closed	-$522K	–	163
2014 Q1	$522K	Sell	9,356 -8,678	-48%	-$469K	0.4%	90
2013 Q4	$941K	Buy	+18,034	New	+$943K	0.76%	42

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

Beck Capital Management's IJR Position: Q4 2018 in Review

Beck Capital Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2018, closing a stake of 2,505 shares — an estimated $219K sold.

Beck Capital Management first reported a position in IJR in Q4 2013 and held it in 4 quarters. The position peaked at $941K in Q4 2013. 1,305 funds tracked by Wall St. Rank hold IJR as of Q4 2018.

Beck Capital Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
Beck Capital Management sold 2,505 iShares Core S&P Small-Cap ETF shares in Q4 2018, an estimated $219K.
Beck Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and held it in 4 quarters.
Beck Capital Management's iShares Core S&P Small-Cap ETF position peaked at $941K in Q4 2013.
1,305 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2018.

Based on Beck Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.