Landaas & Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Landaas & Company’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
2018 Q3	–	Sell	-1,400	Closed	-$117K	–	182
2018 Q2	$117K	Buy	+1,400	New	+$114K	0.09%	86
2018 Q1	–	Sell	-1,400	Closed	-$108K	–	176
2017 Q4	$108K	Hold	1,400	–	–	0.09%	89
2017 Q3	$104K	Buy	+1,400	New	+$98.1K	0.09%	93

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

Landaas & Company's IJR Position: Q3 2018 in Review

Landaas & Company sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2018, closing a stake of 1,400 shares — an estimated $117K sold.

Landaas & Company first reported a position in IJR in Q3 2017 and held it in 3 quarters. The position peaked at $117K in Q2 2018. 1,217 funds tracked by Wall St. Rank hold IJR as of Q3 2018.

Landaas & Company reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2018 after selling out during the quarter.
Landaas & Company sold 1,400 iShares Core S&P Small-Cap ETF shares in Q3 2018, an estimated $117K.
Landaas & Company first reported a position in iShares Core S&P Small-Cap ETF in Q3 2017 and held it in 3 quarters.
Landaas & Company's iShares Core S&P Small-Cap ETF position peaked at $117K in Q2 2018.
1,217 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.