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High Point Bank & Trust’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

High Point Bank & Trust’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
2016
Q4 		$14K Hold
210
– – ﹤0.01% 322
2016
Q3 		$13K Hold
210
– – ﹤0.01% 332
2016
Q2 		$12K Hold
210
– – ﹤0.01% 322
2016
Q1 		$12K Hold
210
– – ﹤0.01% 327
2015
Q4 		$12K Buy
+210
New +$11.8K ﹤0.01% 313

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

High Point Bank & Trust's IJR Position: Q4 2016 in Review

High Point Bank & Trust held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q4 2016 at 210 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

High Point Bank & Trust first reported a position in IJR in Q4 2015 and has held it in 5 quarters since. 868 funds tracked by Wall St. Rank hold IJR as of Q4 2016.

  • High Point Bank & Trust held 210 shares of iShares Core S&P Small-Cap ETF worth $14K as of Q4 2016.
  • High Point Bank & Trust left its iShares Core S&P Small-Cap ETF share count unchanged in Q4 2016.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of High Point Bank & Trust's portfolio in Q4 2016, its #322 holding.
  • High Point Bank & Trust first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 5 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.