EA
IJR icon

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

Evanston 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
Q4 		$397K Buy
+5,728
New +$443K 0.11% 45

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Evanston Advisors's IJR Position: Q4 2018 in Review

Evanston Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q4 2018: 5,728 shares worth $397K. The stake represents 0.11% of the portfolio and ranks #45 among its holdings.

1,305 funds tracked by Wall St. Rank hold IJR as of Q4 2018.

  • Evanston Advisors held 5,728 shares of iShares Core S&P Small-Cap ETF worth $397K as of Q4 2018.
  • iShares Core S&P Small-Cap ETF was a new Evanston Advisors position in Q4 2018.
  • iShares Core S&P Small-Cap ETF made up 0.11% of Evanston Advisors's portfolio in Q4 2018, its #45 holding.
  • 1,305 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2018.

Based on Evanston Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.