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Cutter & Co Brokerage’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cutter & Co Brokerage’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
-8,392
Closed -$653K – 276
2019
Q3 		$653K Sell
8,392
-64
-0.8% -$4.96K 0.21% 111
2019
Q2 		$662K Hold
8,456
– – 0.21% 114
2019
Q1 		$652K Hold
8,456
– – 0.19% 119
2018
Q4 		$586K Buy
8,456
+5,844
+224% +$452K 0.22% 107
2018
Q3 		$228K Buy
+2,612
New +$229K 0.08% 236

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

Cutter & Co Brokerage's IJR Position: Q4 2019 in Review

Cutter & Co Brokerage sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2019, closing a stake of 8,392 shares — an estimated $653K sold.

Cutter & Co Brokerage first reported a position in IJR in Q3 2018 and held it in 5 quarters. The position peaked at $662K in Q2 2019. 1,558 funds tracked by Wall St. Rank hold IJR as of Q4 2019.

  • Cutter & Co Brokerage reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Cutter & Co Brokerage sold 8,392 iShares Core S&P Small-Cap ETF shares in Q4 2019, an estimated $653K.
  • Cutter & Co Brokerage first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and held it in 5 quarters.
  • Cutter & Co Brokerage's iShares Core S&P Small-Cap ETF position peaked at $662K 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 Cutter & Co Brokerage's 13F filing for Q4 2019, filed 11 Feb 2020.