Empirical Finance’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Empirical Finance’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
2020 Q1	–	Sell	-8,295	Closed	-$696K	–	222
2019 Q4	$696K	Hold	8,295	–	–	0.17%	124
2019 Q3	$646K	Hold	8,295	–	–	0.18%	105
2019 Q2	$649K	Sell	8,295 -22	-0.3%	-$1.71K	0.18%	101
2019 Q1	$642K	Sell	8,317 -4	-0%	-$307	0.16%	107
2018 Q4	$577K	Buy	+8,321	New	+$643K	0.17%	101
2018 Q2	–	Sell	-8,317	Closed	-$642K	–	165
2018 Q1	$642K	Buy	+8,317	New	+$647K	0.16%	107
2017 Q2	–	Sell	-10,230	Closed	-$707K	–	125
2017 Q1	$707K	Buy	+10,230	New	+$705K	0.33%	71

Other funds holding IJR

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Empirical Finance's IJR Position: Q1 2020 in Review

Empirical Finance sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2020, closing a stake of 8,295 shares — an estimated $696K sold.

Empirical Finance first reported a position in IJR in Q1 2017 and held it in 7 quarters. The position peaked at $707K in Q1 2017. 1,383 funds tracked by Wall St. Rank hold IJR as of Q1 2020.

Empirical Finance reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
Empirical Finance sold 8,295 iShares Core S&P Small-Cap ETF shares in Q1 2020, an estimated $696K.
Empirical Finance first reported a position in iShares Core S&P Small-Cap ETF in Q1 2017 and held it in 7 quarters.
Empirical Finance's iShares Core S&P Small-Cap ETF position peaked at $707K in Q1 2017.
1,383 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2020.

Based on Empirical Finance's 13F filing for Q1 2020, filed 16 Apr 2020.