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

iAB Financial Bank’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
Q2 		$523K Buy
7,465
+3,600
+93% +$249K 0.26% 89
2017
Q1 		$267K Buy
3,865
+155
+4% +$10.7K 0.14% 121
2016
Q4 		$255K Buy
3,710
+110
+3% +$7.09K 0.14% 112
2016
Q3 		$223K Hold
3,600
– – 0.13% 113
2016
Q2 		$209K Buy
+3,600
New +$205K 0.13% 118

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

iAB Financial Bank's IJR Position: Q2 2017 in Review

iAB Financial Bank increased its iShares Core S&P Small-Cap ETF (IJR) stake by 93% in Q2 2017, buying an estimated $249K and bringing the position to 7,465 shares worth $523K. The position accounts for 0.26% of the portfolio, ranked #89.

iAB Financial Bank first reported a position in IJR in Q2 2016 and has held it in 5 quarters since. 917 funds tracked by Wall St. Rank hold IJR as of Q2 2017.

  • iAB Financial Bank held 7,465 shares of iShares Core S&P Small-Cap ETF worth $523K as of Q2 2017.
  • iAB Financial Bank bought 3,600 iShares Core S&P Small-Cap ETF shares in Q2 2017, an estimated $249K.
  • iShares Core S&P Small-Cap ETF made up 0.26% of iAB Financial Bank's portfolio in Q2 2017, its #89 holding.
  • iAB Financial Bank first reported a position in iShares Core S&P Small-Cap ETF in Q2 2016 and has held it in 5 quarters since.
  • 917 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2017.

Based on iAB Financial Bank's 13F filing for Q2 2017, filed 4 Aug 2017.