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

Bruderman Asset 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
2019 Q2	–	Sell	-1,300	Closed	-$100K	–	321
2019 Q1	$100K	Sell	1,300 -65	-5%	-$4.99K	0.02%	198
2018 Q4	$95K	Buy	+1,365	New	+$105K	0.02%	181
2016 Q2	–	Sell	-40	Closed	-$2K	–	385
2016 Q1	$2K	Hold	40	–	–	﹤0.01%	376
2015 Q4	$2K	Sell	40 -20	-33%	-$1.13K	﹤0.01%	387
2015 Q3	$3K	Sell	60 -600	-91%	-$34K	﹤0.01%	393
2015 Q2	$39K	Hold	660	–	–	0.02%	243
2015 Q1	$39K	Buy	+660	New	+$37.8K	0.02%	239

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bruderman Asset Management's IJR Position: Q2 2019 in Review

Bruderman Asset Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2019, closing a stake of 1,300 shares — an estimated $100K sold.

Bruderman Asset Management first reported a position in IJR in Q1 2015 and held it in 7 quarters. The position peaked at $100K in Q1 2019. 1,332 funds tracked by Wall St. Rank hold IJR as of Q2 2019.

Bruderman Asset Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 1,300 iShares Core S&P Small-Cap ETF shares in Q2 2019, an estimated $100K.
Bruderman Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2015 and held it in 7 quarters.
Bruderman Asset Management's iShares Core S&P Small-Cap ETF position peaked at $100K in Q1 2019.
1,332 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.