Israel Discount Bank of New York’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Israel Discount Bank of New York’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	-1,000	Closed	-$77K	–	212
2019 Q1	$77K	Hold	1,000	–	–	0.05%	138
2018 Q4	$69K	Hold	1,000	–	–	0.05%	142
2018 Q3	$87K	Hold	1,000	–	–	0.06%	128
2018 Q2	$83K	Hold	1,000	–	–	0.05%	156
2018 Q1	$77K	Sell	1,000 -300	-23%	-$23.4K	0.05%	176
2017 Q4	$100K	Hold	1,300	–	–	0.07%	124
2017 Q3	$96K	Hold	1,300	–	–	0.07%	128
2017 Q2	$91K	Hold	1,300	–	–	0.07%	137
2017 Q1	$90K	Hold	1,300	–	–	0.07%	136
2016 Q4	$89K	Buy	+1,300	New	+$83.8K	0.08%	150

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Israel Discount Bank of New York's IJR Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2019, closing a stake of 1,000 shares — an estimated $77K sold.

Israel Discount Bank of New York first reported a position in IJR in Q4 2016 and held it in 10 quarters. The position peaked at $100K in Q4 2017. 1,332 funds tracked by Wall St. Rank hold IJR as of Q2 2019.

Israel Discount Bank of New York reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 1,000 iShares Core S&P Small-Cap ETF shares in Q2 2019, an estimated $77K.
Israel Discount Bank of New York first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's iShares Core S&P Small-Cap ETF position peaked at $100K in Q4 2017.
1,332 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.