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Lucia Wealth Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Lucia Wealth Services’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 		– Sell
-565
Closed -$44K – 184
2019
Q1 		$44K Buy
+565
New +$43.4K 0.02% 163

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
Ameriprise
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

Lucia Wealth Services's IJR Position: Q2 2019 in Review

Lucia Wealth Services sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2019, closing a stake of 565 shares — an estimated $44K sold.

Lucia Wealth Services first reported a position in IJR in Q1 2019 and held it in 1 quarter. The position peaked at $44K in Q1 2019. 1,332 funds tracked by Wall St. Rank hold IJR as of Q2 2019.

  • Lucia Wealth Services reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 565 iShares Core S&P Small-Cap ETF shares in Q2 2019, an estimated $44K.
  • Lucia Wealth Services first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and held it in 1 quarter.
  • Lucia Wealth Services's iShares Core S&P Small-Cap ETF position peaked at $44K in Q1 2019.
  • 1,332 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2019.

Based on Lucia Wealth Services's 13F filing for Q2 2019, filed 23 Jul 2019.