First Wilshire Securities Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

First Wilshire Securities Management’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 Q2	–	Sell	-4,000	Closed	-$224K	–	80
2020 Q1	$224K	Hold	4,000	–	–	0.13%	68
2019 Q4	$335K	Hold	4,000	–	–	0.13%	77
2019 Q3	$311K	Hold	4,000	–	–	0.12%	81
2019 Q2	$313K	Sell	4,000 -300	-7%	-$23.3K	0.12%	91
2019 Q1	$332K	Hold	4,300	–	–	0.11%	95
2018 Q4	$298K	Hold	4,300	–	–	0.11%	96
2018 Q3	$375K	Hold	4,300	–	–	0.11%	94
2018 Q2	$359K	Hold	4,300	–	–	0.11%	88
2018 Q1	$331K	Buy	4,300 +300	+8%	+$23.4K	0.09%	96
2017 Q4	$307K	Hold	4,000	–	–	0.08%	100
2017 Q3	$297K	Hold	4,000	–	–	0.08%	101
2017 Q2	$280K	Hold	4,000	–	–	0.08%	99
2017 Q1	$277K	Hold	4,000	–	–	0.08%	97
2016 Q4	$275K	Buy	+4,000	New	+$258K	0.08%	95

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

First Wilshire Securities Management's IJR Position: Q2 2020 in Review

First Wilshire Securities Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2020, closing a stake of 4,000 shares — an estimated $224K sold.

First Wilshire Securities Management first reported a position in IJR in Q4 2016 and held it in 14 quarters. The position peaked at $375K in Q3 2018. 1,439 funds tracked by Wall St. Rank hold IJR as of Q2 2020.

First Wilshire Securities Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
First Wilshire Securities Management sold 4,000 iShares Core S&P Small-Cap ETF shares in Q2 2020, an estimated $224K.
First Wilshire Securities Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and held it in 14 quarters.
First Wilshire Securities Management's iShares Core S&P Small-Cap ETF position peaked at $375K in Q3 2018.
1,439 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2020.

Based on First Wilshire Securities Management's 13F filing for Q2 2020, filed 14 Aug 2020.