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

MacGuire Cheswick & Tuttle 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
2018 Q4	–	Hold	0	–	–	–	55
2018 Q3	–	Hold	0	–	–	–	57
2018 Q2	–	Hold	0	–	–	–	59
2018 Q1	–	Hold	0	–	–	–	61
2017 Q4	–	Hold	0	–	–	–	62
2017 Q3	–	Hold	0	–	–	–	60
2017 Q2	–	Hold	0	–	–	–	59
2017 Q1	–	Hold	0	–	–	–	59
2016 Q4	–	Hold	0	–	–	–	56
2016 Q3	–	Hold	0	–	–	–	60
2016 Q2	–	Hold	0	–	–	–	59
2016 Q1	–	Hold	0	–	–	–	59
2015 Q4	–	Hold	0	–	–	–	61
2015 Q3	–	Hold	0	–	–	–	62
2015 Q2	–	Hold	0	–	–	–	55
2015 Q1	–	Hold	0	–	–	–	56
2014 Q4	–	Hold	0	–	–	–	58
2014 Q3	–	Hold	0	–	–	–	57
2014 Q2	–	Hold	0	–	–	–	54
2014 Q1	–	Hold	0	–	–	–	51
2013 Q4	–	Hold	0	–	–	–	57
2013 Q3	–	Sell	-23,920	Closed	-$1.16M	–	55
2013 Q2	$1.08M	Buy	+23,920	New	+$1.06M	0.31%	58

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RJA

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

MacGuire Cheswick & Tuttle Investment Counsel's IJR Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q4 2018 at 0 shares worth $1.36M. The position accounts for 0.28% of the portfolio, ranked #55.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in IJR in Q2 2013 and has held it in 1 quarter since. The position peaked at $1.08M in Q2 2013. 1,306 funds tracked by Wall St. Rank hold IJR as of Q4 2018.

MacGuire Cheswick & Tuttle Investment Counsel held 0 shares of iShares Core S&P Small-Cap ETF worth $1.36M as of Q4 2018.
MacGuire Cheswick & Tuttle Investment Counsel left its iShares Core S&P Small-Cap ETF share count unchanged in Q4 2018.
iShares Core S&P Small-Cap ETF made up 0.28% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #55 holding.
MacGuire Cheswick & Tuttle Investment Counsel first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 1 quarter since.
MacGuire Cheswick & Tuttle Investment Counsel's iShares Core S&P Small-Cap ETF position peaked at $1.08M in Q2 2013.
1,306 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.