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Leicht Financial Planning & Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Leicht Financial Planning & Wealth Management’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
Q1 		– Sell
-3,565
Closed -$299K – 59
2019
Q4 		$299K Sell
3,565
-949
-21% -$76.4K 0.27% 52
2019
Q3 		$351K Buy
4,514
+87
+2% +$6.74K 0.34% 43
2019
Q2 		$347K Buy
4,427
+281
+7% +$21.8K 0.34% 44
2019
Q1 		$320K Sell
4,146
-1,812
-30% -$139K 0.33% 41
2018
Q4 		$412K Sell
5,958
-5,635
-49% -$436K 0.54% 32
2018
Q3 		$1.01M Buy
11,593
+625
+6% +$54.8K 1.2% 27
2018
Q2 		$926K Sell
10,968
-50
-0.5% -$4.07K 0.79% 17
2018
Q1 		$829K Sell
11,018
-794
-7% -$61.8K 0.72% 16
2017
Q4 		$922K Sell
11,812
-337
-3% -$25.4K 0.77% 18
2017
Q3 		$906K Sell
12,149
-23,086
-66% -$1.62M 0.75% 18
2017
Q2 		$2.45M Buy
35,235
+721
+2% +$49.9K 2.11% 16
2017
Q1 		$2.32M Sell
34,514
-32,938
-49% -$2.27M 2.11% 17
2016
Q4 		$2.29M Buy
+67,452
New +$4.35M 2.12% 13

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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

Leicht Financial Planning & Wealth Management's IJR Position: Q1 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2020, closing a stake of 3,565 shares — an estimated $299K sold.

Leicht Financial Planning & Wealth Management first reported a position in IJR in Q4 2016 and held it in 13 quarters. The position peaked at $2.45M in Q2 2017. 1,383 funds tracked by Wall St. Rank hold IJR as of Q1 2020.

  • Leicht Financial Planning & Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 3,565 iShares Core S&P Small-Cap ETF shares in Q1 2020, an estimated $299K.
  • Leicht Financial Planning & Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and held it in 13 quarters.
  • Leicht Financial Planning & Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $2.45M in Q2 2017.
  • 1,383 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.