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

BHK Investment Advisors’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
Q2 		– Sell
-2,860
Closed -$220K – 81
2018
Q1 		$220K Buy
2,860
+117
+4% +$9.11K 0.16% 60
2017
Q4 		$211K Buy
+2,743
New +$207K 0.18% 51

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BHK Investment Advisors's IJR Position: Q2 2018 in Review

BHK Investment Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2018, closing a stake of 2,860 shares — an estimated $220K sold.

BHK Investment Advisors first reported a position in IJR in Q4 2017 and held it in 2 quarters. The position peaked at $220K in Q1 2018. 1,185 funds tracked by Wall St. Rank hold IJR as of Q2 2018.

  • BHK Investment Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • BHK Investment Advisors sold 2,860 iShares Core S&P Small-Cap ETF shares in Q2 2018, an estimated $220K.
  • BHK Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and held it in 2 quarters.
  • BHK Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $220K in Q1 2018.
  • 1,185 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2018.

Based on BHK Investment Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.