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

Bridges Investment Counsel’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
Q4 		$2.3M Buy
29,904
+358
+1% +$27K 1.27% 23
2017
Q3 		$2.19M Sell
29,546
-92,339
-76% -$6.47M 1.22% 21
2017
Q2 		$8.54M Buy
121,885
+35,478
+41% +$2.46M 1.94% 14
2017
Q1 		$5.98M Sell
86,407
-27,925
-24% -$1.93M 1.75% 10
2016
Q4 		$7.86M Sell
114,332
-6,692
-6% -$432K 1.91% 13
2016
Q3 		$7.51M Buy
121,024
+7,610
+7% +$465K 1.58% 15
2016
Q2 		$6.59M Buy
113,414
+2,630
+2% +$150K 1.45% 19
2016
Q1 		$6.24M Sell
110,784
-194,990
-64% -$10.2M 1.34% 20
2015
Q4 		$18M Hold
305,774
– – 3.13% 8
2015
Q3 		$18M Buy
305,774
+194,146
+174% +$11M 3.13% 8
2015
Q2 		$6.58M Sell
111,628
-24
-0% -$1.42K 1.55% 20
2015
Q1 		$6.59M Buy
111,652
+1,560
+1% +$89.4K 1.5% 20
2014
Q4 		$6.28M Buy
110,092
+532
+0.5% +$29K 1.44% 21
2014
Q3 		$5.71M Buy
109,560
+426
+0.4% +$23.2K 1.32% 24
2014
Q2 		$6.12M Sell
109,134
-10,170
-9% -$550K 1.4% 22
2014
Q1 		$6.57M Sell
119,304
-3,446
-3% -$186K 1.53% 19
2013
Q4 		$6.7M Buy
122,750
+1,272
+1% +$66.5K 1.54% 21
2013
Q3 		$6.06M Sell
121,478
-1,004
-0.8% -$48.5K 1.51% 19
2013
Q2 		$5.53M Buy
+122,482
New +$5.42M 1.42% 20

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bridges Investment Counsel's IJR Position: Q4 2017 in Review

Bridges Investment Counsel increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q4 2017, buying an estimated $27K and bringing the position to 29,904 shares worth $2.3M. The position accounts for 1.27% of the portfolio, ranked #23.

Bridges Investment Counsel first reported a position in IJR in Q2 2013 and has held it in 19 quarters since. The position peaked at $18M in Q4 2015. 1,113 funds tracked by Wall St. Rank hold IJR as of Q4 2017.

  • Bridges Investment Counsel held 29,904 shares of iShares Core S&P Small-Cap ETF worth $2.3M as of Q4 2017.
  • Bridges Investment Counsel bought 358 iShares Core S&P Small-Cap ETF shares in Q4 2017, an estimated $27K.
  • iShares Core S&P Small-Cap ETF made up 1.27% of Bridges Investment Counsel's portfolio in Q4 2017, its #23 holding.
  • Bridges Investment Counsel first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 19 quarters since.
  • Bridges Investment Counsel's iShares Core S&P Small-Cap ETF position peaked at $18M in Q4 2015.
  • 1,113 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2017.

Based on Bridges Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.