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Harel Insurance Investments & Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Harel Insurance Investments & 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
2019
Q4 		– Sell
-1,150
Closed -$90K – 509
2019
Q3 		$90K Buy
+1,150
New +$89.1K 0.01% 259
2018
Q3 		– Sell
-1,100
Closed -$92K – 500
2018
Q2 		$92K Sell
1,100
-9,900
-90% -$807K ﹤0.01% 253
2018
Q1 		$847K Buy
+11,000
New +$856K 0.05% 109

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harel Insurance Investments & Financial Services's IJR Position: Q4 2019 in Review

Harel Insurance Investments & Financial Services sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2019, closing a stake of 1,150 shares — an estimated $90K sold.

Harel Insurance Investments & Financial Services first reported a position in IJR in Q1 2018 and held it in 3 quarters. The position peaked at $847K in Q1 2018. 1,559 funds tracked by Wall St. Rank hold IJR as of Q4 2019.

  • Harel Insurance Investments & Financial Services reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,150 iShares Core S&P Small-Cap ETF shares in Q4 2019, an estimated $90K.
  • Harel Insurance Investments & Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's iShares Core S&P Small-Cap ETF position peaked at $847K in Q1 2018.
  • 1,559 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2019.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2019, filed 23 Jan 2020.