IPC
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Independent Portfolio Consultants’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Independent Portfolio Consultants’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
Q1 		– Sell
-10,300
Closed -$708K – 856
2016
Q4 		$708K Sell
10,300
-7,330
-42% -$473K 0.23% 159
2016
Q3 		$1.09M Buy
17,630
+3,990
+29% +$244K 0.34% 81
2016
Q2 		$793K Buy
+13,640
New +$778K 0.25% 122

Other funds holding IJR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Independent Portfolio Consultants's IJR Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2017, closing a stake of 10,300 shares — an estimated $708K sold.

Independent Portfolio Consultants first reported a position in IJR in Q2 2016 and held it in 3 quarters. The position peaked at $1.09M in Q3 2016. 911 funds tracked by Wall St. Rank hold IJR as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 10,300 iShares Core S&P Small-Cap ETF shares in Q1 2017, an estimated $708K.
  • Independent Portfolio Consultants first reported a position in iShares Core S&P Small-Cap ETF in Q2 2016 and held it in 3 quarters.
  • Independent Portfolio Consultants's iShares Core S&P Small-Cap ETF position peaked at $1.09M in Q3 2016.
  • 911 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.