Cedar Hill Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cedar Hill Associates’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	$6.56M	Sell	94,677 -66,030	-41%	-$5.1M	2.51%	8
2018 Q3	$14M	Sell	160,707 -488	-0.3%	-$42.8K	3.15%	4
2018 Q2	$13.5M	Sell	161,195 -24,105	-13%	-$1.96M	2.8%	3
2018 Q1	$14.3M	Buy	185,300 +20,375	+12%	+$1.59M	2.83%	3
2017 Q4	$12.7M	Buy	164,925 +35,421	+27%	+$2.67M	2.2%	12
2017 Q3	$9.61M	Buy	129,504 +108,679	+522%	+$7.62M	1.66%	23
2017 Q2	$1.46M	Hold	20,825	–	–	0.3%	55
2017 Q1	$1.44M	Buy	20,825 +13,175	+172%	+$909K	0.3%	54
2016 Q4	$526K	Buy	+7,650	New	+$493K	0.09%	63

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

Cedar Hill Associates's IJR Position: Q4 2018 in Review

Cedar Hill Associates reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 41% in Q4 2018, selling an estimated $5.1M and leaving 94,677 shares worth $6.56M. The position accounts for 2.51% of the portfolio, ranked #8.

Cedar Hill Associates first reported a position in IJR in Q4 2016 and has held it in 9 quarters since. The position peaked at $14.3M in Q1 2018. 1,305 funds tracked by Wall St. Rank hold IJR as of Q4 2018.

Cedar Hill Associates held 94,677 shares of iShares Core S&P Small-Cap ETF worth $6.56M as of Q4 2018.
Cedar Hill Associates sold 66,030 iShares Core S&P Small-Cap ETF shares in Q4 2018, an estimated $5.1M.
iShares Core S&P Small-Cap ETF made up 2.51% of Cedar Hill Associates's portfolio in Q4 2018, its #8 holding.
Cedar Hill Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 9 quarters since.
Cedar Hill Associates's iShares Core S&P Small-Cap ETF position peaked at $14.3M in Q1 2018.
1,305 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2018.

Based on Cedar Hill Associates's 13F filing for Q4 2018, filed 13 Feb 2019.