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

CXI 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
2019 Q4	$2K	Buy	+29	New	+$2.33K	﹤0.01%	188

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CXI Advisors's IJR Position: Q4 2019 in Review

CXI Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q4 2019: 29 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #188 among its holdings.

1,559 funds tracked by Wall St. Rank hold IJR as of Q4 2019.

CXI Advisors held 29 shares of iShares Core S&P Small-Cap ETF worth $2K as of Q4 2019.
iShares Core S&P Small-Cap ETF was a new CXI Advisors position in Q4 2019.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of CXI Advisors's portfolio in Q4 2019, its #188 holding.
1,559 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.