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

Efficient Market 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
2017 Q1	$30.5M	Buy	441,011 +16,541	+4%	+$1.14M	4.2%	10
2016 Q4	$29.2M	Sell	424,470 -191,550	-31%	-$12.4M	4.35%	11
2016 Q3	$38.2M	Sell	616,020 -11,984	-2%	-$732K	5.88%	7
2016 Q2	$36.5M	Sell	628,004 -66,948	-10%	-$3.82M	5.98%	7
2016 Q1	$39.1M	Buy	694,952 +145,404	+26%	+$7.59M	6.76%	6
2015 Q4	$30.3M	Sell	549,548 -15,974	-3%	-$900K	6.49%	6
2015 Q3	$30.1M	Buy	565,522 +2,884	+0.5%	+$164K	7.16%	4
2015 Q2	$33.2M	Buy	562,638 +16,598	+3%	+$981K	7.69%	4
2015 Q1	$32.2M	Buy	546,040 +70,292	+15%	+$4.03M	7.41%	4
2014 Q4	$27.1M	Buy	475,748 +70,126	+17%	+$3.83M	6.64%	4
2014 Q3	$21.2M	Buy	405,622 +142,048	+54%	+$7.73M	5.6%	5
2014 Q2	$14.8M	Buy	263,574 +4,816	+2%	+$260K	3.75%	10
2014 Q1	$14.3M	Buy	258,758 +25,994	+11%	+$1.41M	3.79%	9
2013 Q4	$12.7M	Buy	232,764 +7,310	+3%	+$382K	3.76%	10
2013 Q3	$11.3M	Buy	225,454 +49,564	+28%	+$2.39M	3.64%	10
2013 Q2	$7.94M	Buy	+175,890	New	+$7.79M	2.89%	11

Other funds holding IJR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RJA

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

Efficient Market Advisors's IJR Position: Q1 2017 in Review

Efficient Market Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.9% in Q1 2017, buying an estimated $1.14M and bringing the position to 441,011 shares worth $30.5M. The position accounts for 4.2% of the portfolio, ranked #10.

Efficient Market Advisors first reported a position in IJR in Q2 2013 and has held it in 16 quarters since. The position peaked at $39.1M in Q1 2016. 911 funds tracked by Wall St. Rank hold IJR as of Q1 2017.

Efficient Market Advisors held 441,011 shares of iShares Core S&P Small-Cap ETF worth $30.5M as of Q1 2017.
Efficient Market Advisors bought 16,541 iShares Core S&P Small-Cap ETF shares in Q1 2017, an estimated $1.14M.
iShares Core S&P Small-Cap ETF made up 4.2% of Efficient Market Advisors's portfolio in Q1 2017, its #10 holding.
Efficient Market Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 16 quarters since.
Efficient Market Advisors's iShares Core S&P Small-Cap ETF position peaked at $39.1M in Q1 2016.
911 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.