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Hapanowicz & Associates Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hapanowicz & Associates Financial 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
2017
Q3 		– Sell
-3,800
Closed -$264K – 16
2017
Q2 		$264K Buy
+3,800
New +$263K 0.22% 16

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 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

Hapanowicz & Associates Financial Services's IJR Position: Q3 2017 in Review

Hapanowicz & Associates Financial Services sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2017, closing a stake of 3,800 shares — an estimated $264K sold.

Hapanowicz & Associates Financial Services first reported a position in IJR in Q2 2017 and held it in 1 quarter. The position peaked at $264K in Q2 2017. 941 funds tracked by Wall St. Rank hold IJR as of Q3 2017.

  • Hapanowicz & Associates Financial Services reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Hapanowicz & Associates Financial Services sold 3,800 iShares Core S&P Small-Cap ETF shares in Q3 2017, an estimated $264K.
  • Hapanowicz & Associates Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q2 2017 and held it in 1 quarter.
  • Hapanowicz & Associates Financial Services's iShares Core S&P Small-Cap ETF position peaked at $264K in Q2 2017.
  • 941 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2017.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q3 2017, filed 6 Nov 2017.