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

Coyle Financial 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
2019
Q4 		– Sell
-5,846
Closed -$455K – 61
2019
Q3 		$455K Sell
5,846
-270
-4% -$20.9K 0.46% 44
2019
Q2 		$479K Buy
+6,116
New +$475K 0.43% 44

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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

Coyle Financial Counsel's IJR Position: Q4 2019 in Review

Coyle Financial Counsel sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2019, closing a stake of 5,846 shares — an estimated $455K sold.

Coyle Financial Counsel first reported a position in IJR in Q2 2019 and held it in 2 quarters. The position peaked at $479K in Q2 2019. 1,558 funds tracked by Wall St. Rank hold IJR as of Q4 2019.

  • Coyle Financial Counsel reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Coyle Financial Counsel sold 5,846 iShares Core S&P Small-Cap ETF shares in Q4 2019, an estimated $455K.
  • Coyle Financial Counsel first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and held it in 2 quarters.
  • Coyle Financial Counsel's iShares Core S&P Small-Cap ETF position peaked at $479K in Q2 2019.
  • 1,558 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2019.

Based on Coyle Financial Counsel's 13F filing for Q4 2019, filed 12 Feb 2020.