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

Cynosure 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 Q3	$4.59M	Hold	52,589	–	–	1.92%	7
2018 Q2	$4.39M	Hold	52,589	–	–	1.19%	7
2018 Q1	$4.05M	Buy	52,589 +25	+0%	+$1.95K	1.02%	7
2017 Q4	$4.04M	Buy	+52,564	New	+$3.96M	0.93%	7

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

Cynosure Advisors's IJR Position: Q3 2018 in Review

Cynosure Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2018 at 52,589 shares worth $4.59M. The position accounts for 1.92% of the portfolio, ranked #7.

Cynosure Advisors first reported a position in IJR in Q4 2017 and has held it in 4 quarters since. 1,217 funds tracked by Wall St. Rank hold IJR as of Q3 2018.

Cynosure Advisors held 52,589 shares of iShares Core S&P Small-Cap ETF worth $4.59M as of Q3 2018.
Cynosure Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2018.
iShares Core S&P Small-Cap ETF made up 1.92% of Cynosure Advisors's portfolio in Q3 2018, its #7 holding.
Cynosure Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 4 quarters since.
1,217 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.