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L & S Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

L & S Advisors’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
-3,952
Closed -$272K – 260
2016
Q4 		$272K Buy
+3,952
New +$255K 0.06% 141

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

L & S Advisors's IJR Position: Q1 2017 in Review

L & S Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2017, closing a stake of 3,952 shares — an estimated $272K sold.

L & S Advisors first reported a position in IJR in Q4 2016 and held it in 1 quarter. The position peaked at $272K in Q4 2016. 909 funds tracked by Wall St. Rank hold IJR as of Q1 2017.

  • L & S Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • L & S Advisors sold 3,952 iShares Core S&P Small-Cap ETF shares in Q1 2017, an estimated $272K.
  • L & S Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and held it in 1 quarter.
  • L & S Advisors's iShares Core S&P Small-Cap ETF position peaked at $272K in Q4 2016.
  • 909 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2017.

Based on L & S Advisors's 13F filing for Q1 2017, filed 12 May 2017.