Lodestar Investment Counsel’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Lodestar Investment Counsel’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
2019 Q2	$1.08M	Hold	13,754	–	–	0.11%	92
2019 Q1	$1.06M	Hold	13,754	–	–	0.11%	92
2018 Q4	$953K	Sell	13,754 -56	-0.4%	-$4.33K	0.12%	92
2018 Q3	$1.21M	Hold	13,810	–	–	0.13%	86
2018 Q2	$1.15M	Hold	13,810	–	–	0.13%	88
2018 Q1	$1.06M	Hold	13,810	–	–	0.12%	84
2017 Q4	$1.06M	Hold	13,810	–	–	0.12%	86
2017 Q3	$1.02M	Sell	13,810 -1,350	-9%	-$94.6K	0.13%	86
2017 Q2	$1.06M	Hold	15,160	–	–	0.14%	79
2017 Q1	$1.05M	Hold	15,160	–	–	0.14%	76
2016 Q4	$1.04M	Hold	15,160	–	–	0.14%	75
2016 Q3	$941K	Hold	15,160	–	–	0.13%	74
2016 Q2	$881K	Hold	15,160	–	–	0.13%	80
2016 Q1	$853K	Sell	15,160 -200	-1%	-$10.4K	0.12%	82
2015 Q4	$846K	Hold	15,360	–	–	0.13%	78
2015 Q3	$818K	Sell	15,360 -350	-2%	-$19.9K	0.14%	77
2015 Q2	$926K	Buy	15,710 +310	+2%	+$18.3K	0.15%	77
2015 Q1	$909K	Buy	+15,400	New	+$882K	0.14%	77

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

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

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

FCAS

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

RJA

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

Lodestar Investment Counsel's IJR Position: Q2 2019 in Review

Lodestar Investment Counsel held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2019 at 13,754 shares worth $1.08M. The position accounts for 0.11% of the portfolio, ranked #92.

Lodestar Investment Counsel first reported a position in IJR in Q1 2015 and has held it in 18 quarters since. The position peaked at $1.21M in Q3 2018. 1,332 funds tracked by Wall St. Rank hold IJR as of Q2 2019.

Lodestar Investment Counsel held 13,754 shares of iShares Core S&P Small-Cap ETF worth $1.08M as of Q2 2019.
Lodestar Investment Counsel left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2019.
iShares Core S&P Small-Cap ETF made up 0.11% of Lodestar Investment Counsel's portfolio in Q2 2019, its #92 holding.
Lodestar Investment Counsel first reported a position in iShares Core S&P Small-Cap ETF in Q1 2015 and has held it in 18 quarters since.
Lodestar Investment Counsel's iShares Core S&P Small-Cap ETF position peaked at $1.21M in Q3 2018.
1,332 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.