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

Gainplan’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	-2,566	Closed	-$215K	–	29
2019 Q4	$215K	Sell	2,566 -4,472	-64%	-$360K	0.11%	47
2019 Q3	$548K	Sell	7,038 -382	-5%	-$29.6K	0.33%	19
2019 Q2	$581K	Sell	7,420 -1,434	-16%	-$111K	0.35%	18
2019 Q1	$683K	Sell	8,854 -483	-5%	-$37.1K	0.78%	10
2018 Q4	$647K	Buy	9,337 +21	+0.2%	+$1.62K	0.63%	7
2018 Q3	$813K	Sell	9,316 -150,751	-94%	-$13.2M	0.44%	8
2018 Q2	$13.4M	Buy	160,067 +153,902	+2,496%	+$12.5M	9.67%	2
2018 Q1	$475K	Buy	6,165 +2,141	+53%	+$167K	0.61%	8
2017 Q4	$309K	Buy	+4,024	New	+$303K	0.31%	8

Other funds holding IJR

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 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

Gainplan's IJR Position: Q1 2020 in Review

Gainplan sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2020, closing a stake of 2,566 shares — an estimated $215K sold.

Gainplan first reported a position in IJR in Q4 2017 and held it in 9 quarters. The position peaked at $13.4M in Q2 2018. 1,381 funds tracked by Wall St. Rank hold IJR as of Q1 2020.

Gainplan reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
Gainplan sold 2,566 iShares Core S&P Small-Cap ETF shares in Q1 2020, an estimated $215K.
Gainplan first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and held it in 9 quarters.
Gainplan's iShares Core S&P Small-Cap ETF position peaked at $13.4M in Q2 2018.
1,381 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2020.

Based on Gainplan's 13F filing for Q1 2020, filed 11 May 2020.