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

Bellwether Investment Group’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
2017
Q1 		– Sell
-1,504
Closed -$103K – 865
2016
Q4 		$103K Buy
+1,504
New +$97K 0.09% 198
2016
Q2 		$87K Buy
+1,504
New +$85.7K 0.1% 184

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bellwether Investment Group's IJR Position: Q1 2017 in Review

Bellwether Investment Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2017, closing a stake of 1,504 shares — an estimated $103K sold.

Bellwether Investment Group first reported a position in IJR in Q2 2016 and held it in 2 quarters. The position peaked at $103K in Q4 2016. 909 funds tracked by Wall St. Rank hold IJR as of Q1 2017.

  • Bellwether Investment Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,504 iShares Core S&P Small-Cap ETF shares in Q1 2017, an estimated $103K.
  • Bellwether Investment Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's iShares Core S&P Small-Cap ETF position peaked at $103K in Q4 2016.
  • 909 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.