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

Clarfeld Financial 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 Q4	$376K	Buy	+5,425	New	+$419K	0.31%	29

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

Clarfeld Financial Advisors's IJR Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q4 2018: 5,425 shares worth $376K. The stake represents 0.31% of the portfolio and ranks #29 among its holdings.

1,306 funds tracked by Wall St. Rank hold IJR as of Q4 2018.

Clarfeld Financial Advisors held 5,425 shares of iShares Core S&P Small-Cap ETF worth $376K as of Q4 2018.
iShares Core S&P Small-Cap ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares Core S&P Small-Cap ETF made up 0.31% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #29 holding.
1,306 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.