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Chessman Wealth Strategies RIA’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Chessman Wealth Strategies RIA’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 		– Sell
-3
Closed – – 93
2018
Q3 		$0 Buy
+3
New +$263 ﹤0.01% 199
2018
Q1 		– Sell
-109,003
Closed -$8.37M – 27
2017
Q4 		$8.37M Buy
+109,003
New +$8.22M 8.37% 5

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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

Chessman Wealth Strategies RIA's IJR Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2018, closing a stake of 3 shares.

Chessman Wealth Strategies RIA first reported a position in IJR in Q4 2017 and held it in 2 quarters. The position peaked at $8.37M in Q4 2017. 1,305 funds tracked by Wall St. Rank hold IJR as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 3 iShares Core S&P Small-Cap ETF shares in Q4 2018.
  • Chessman Wealth Strategies RIA first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and held it in 2 quarters.
  • Chessman Wealth Strategies RIA's iShares Core S&P Small-Cap ETF position peaked at $8.37M in Q4 2017.
  • 1,305 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.