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

FutureAdvisor’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
2015
Q3 		$9.79M Buy
183,638
+12,262
+7% +$696K 1.59% 22
2015
Q2 		$10.1M Sell
171,376
-101,974
-37% -$6.03M 1.78% 20
2015
Q1 		$16.1M Buy
273,350
+100,474
+58% +$5.76M 3.82% 10
2014
Q4 		$9.86M Buy
+172,876
New +$9.44M 3.36% 12

Other funds holding IJR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

FutureAdvisor's IJR Position: Q3 2015 in Review

FutureAdvisor increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.2% in Q3 2015, buying an estimated $696K and bringing the position to 183,638 shares worth $9.79M. The position accounts for 1.59% of the portfolio, ranked #22.

FutureAdvisor first reported a position in IJR in Q4 2014 and has held it in 4 quarters since. The position peaked at $16.1M in Q1 2015. 623 funds tracked by Wall St. Rank hold IJR as of Q3 2015.

  • FutureAdvisor held 183,638 shares of iShares Core S&P Small-Cap ETF worth $9.79M as of Q3 2015.
  • FutureAdvisor bought 12,262 iShares Core S&P Small-Cap ETF shares in Q3 2015, an estimated $696K.
  • iShares Core S&P Small-Cap ETF made up 1.59% of FutureAdvisor's portfolio in Q3 2015, its #22 holding.
  • FutureAdvisor first reported a position in iShares Core S&P Small-Cap ETF in Q4 2014 and has held it in 4 quarters since.
  • FutureAdvisor's iShares Core S&P Small-Cap ETF position peaked at $16.1M in Q1 2015.
  • 623 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.