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Holistic Financial Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-5,872
Closed -$453K – 93
2019
Q1 		$453K Buy
+5,872
New +$451K 0.19% 56

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Holistic Financial Partners's IJR Position: Q2 2019 in Review

Holistic Financial Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2019, closing a stake of 5,872 shares — an estimated $453K sold.

Holistic Financial Partners first reported a position in IJR in Q1 2019 and held it in 1 quarter. The position peaked at $453K in Q1 2019. 1,332 funds tracked by Wall St. Rank hold IJR as of Q2 2019.

  • Holistic Financial Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Holistic Financial Partners sold 5,872 iShares Core S&P Small-Cap ETF shares in Q2 2019, an estimated $453K.
  • Holistic Financial Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and held it in 1 quarter.
  • Holistic Financial Partners's iShares Core S&P Small-Cap ETF position peaked at $453K in Q1 2019.
  • 1,332 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2019.

Based on Holistic Financial Partners's 13F filing for Q2 2019, filed 7 Aug 2019.