CPP
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Crow Point Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Crow Point Partners’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 		$565K Sell
11,100
-25,226
-69% -$2.03M 0.88% 27
2019
Q3 		$2.83M Buy
36,326
+15,910
+78% +$1.23M 0.41% 42
2019
Q2 		$1.6M Sell
20,416
-11,562
-36% -$898K 0.26% 45
2019
Q1 		$2.47M Buy
31,978
+10,796
+51% +$829K 0.42% 34
2018
Q4 		$1.46M Sell
21,182
-36,260
-63% -$2.8M 0.27% 38
2018
Q3 		$5.01M Buy
57,442
+15,069
+36% +$1.32M 0.86% 24
2018
Q2 		$3.55M Buy
42,373
+8,588
+25% +$700K 0.66% 29
2018
Q1 		$2.6M Buy
33,785
+26,489
+363% +$2.06M 0.48% 33
2017
Q4 		$564K Buy
+7,296
New +$550K 0.09% 93

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