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Liberty Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Liberty Capital 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
2018
Q1 		– Sell
-188
Closed -$15K – 161
2017
Q4 		$15K Hold
188
– – 0.01% 230
2017
Q3 		$14K Hold
188
– – 0.01% 243
2017
Q2 		$13K Hold
188
– – 0.01% 228
2017
Q1 		$13K Hold
188
– – 0.01% 214
2016
Q4 		$13K Hold
188
– – 0.01% 208
2016
Q3 		$12K Buy
+188
New +$11.5K 0.01% 210

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Liberty Capital Management's IJR Position: Q1 2018 in Review

Liberty Capital Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2018, closing a stake of 188 shares — an estimated $15K sold.

Liberty Capital Management first reported a position in IJR in Q3 2016 and held it in 6 quarters. The position peaked at $15K in Q4 2017. 1,141 funds tracked by Wall St. Rank hold IJR as of Q1 2018.

  • Liberty Capital Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Liberty Capital Management sold 188 iShares Core S&P Small-Cap ETF shares in Q1 2018, an estimated $15K.
  • Liberty Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2016 and held it in 6 quarters.
  • Liberty Capital Management's iShares Core S&P Small-Cap ETF position peaked at $15K in Q4 2017.
  • 1,141 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.