Kore Private Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-826	Closed	-$56K	–	652
2020 Q2	$56K	Hold	826	–	–	0.01%	433
2020 Q1	$46K	Hold	826	–	–	0.01%	432
2019 Q4	$69K	Buy	+826	New	+$66.5K	0.01%	438
2019 Q2	–	Sell	-798	Closed	-$62K	–	502
2019 Q1	$62K	Sell	798 -1,294	-62%	-$99.4K	0.01%	351
2018 Q4	$145K	Buy	+2,092	New	+$162K	0.04%	238

Other funds holding IJR

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kore Private Wealth's IJR Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2020, closing a stake of 826 shares — an estimated $56K sold.

Kore Private Wealth first reported a position in IJR in Q4 2018 and held it in 5 quarters. The position peaked at $145K in Q4 2018. 1,453 funds tracked by Wall St. Rank hold IJR as of Q3 2020.

Kore Private Wealth reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 826 iShares Core S&P Small-Cap ETF shares in Q3 2020, an estimated $56K.
Kore Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's iShares Core S&P Small-Cap ETF position peaked at $145K in Q4 2018.
1,453 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.