Gary Goldberg Planning Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$38K	Sell	660 -20	-3%	-$1.09K	0.02%	246
2014 Q3	$35K	Sell	680 -20	-3%	-$1.09K	0.01%	270
2014 Q2	$39K	Sell	700 -20	-3%	-$1.08K	0.02%	245
2014 Q1	$40K	Hold	720	–	–	0.02%	229
2013 Q4	$39K	Hold	720	–	–	0.02%	213
2013 Q3	$36K	Hold	720	–	–	0.02%	215
2013 Q2	$33K	Buy	+720	New	+$31.9K	0.02%	218

Other funds holding IJR

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Gary Goldberg Planning Services's IJR Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.9% in Q4 2014, selling an estimated $1.09K and leaving 660 shares worth $38K. The position accounts for 0.02% of the portfolio, ranked #246.

Gary Goldberg Planning Services first reported a position in IJR in Q2 2013 and has held it in 7 quarters since. The position peaked at $40K in Q1 2014. 573 funds tracked by Wall St. Rank hold IJR as of Q4 2014.

Gary Goldberg Planning Services held 660 shares of iShares Core S&P Small-Cap ETF worth $38K as of Q4 2014.
Gary Goldberg Planning Services sold 20 iShares Core S&P Small-Cap ETF shares in Q4 2014, an estimated $1.09K.
iShares Core S&P Small-Cap ETF made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #246 holding.
Gary Goldberg Planning Services first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's iShares Core S&P Small-Cap ETF position peaked at $40K in Q1 2014.
573 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.