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Madison Scottsdale’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Madison Scottsdale’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
2013
Q4 		$25.6M Buy
469,268
+21,230
+5% +$1.11M 23.49% 2
2013
Q3 		$22.4M Buy
448,038
+15,462
+4% +$747K 21.49% 2
2013
Q2 		$19.5M Buy
+432,576
New +$19.2M 19.35% 2

Other funds holding IJR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Madison Scottsdale's IJR Position: Q4 2013 in Review

Madison Scottsdale increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.7% in Q4 2013, buying an estimated $1.11M and bringing the position to 469,268 shares worth $25.6M. The position accounts for 23.49% of the portfolio, ranked #2.

Madison Scottsdale first reported a position in IJR in Q2 2013 and has held it in 3 quarters since. 528 funds tracked by Wall St. Rank hold IJR as of Q4 2013.

  • Madison Scottsdale held 469,268 shares of iShares Core S&P Small-Cap ETF worth $25.6M as of Q4 2013.
  • Madison Scottsdale bought 21,230 iShares Core S&P Small-Cap ETF shares in Q4 2013, an estimated $1.11M.
  • iShares Core S&P Small-Cap ETF made up 23.49% of Madison Scottsdale's portfolio in Q4 2013, its #2 holding.
  • Madison Scottsdale first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 3 quarters since.
  • 528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2013.

Based on Madison Scottsdale's 13F filing for Q4 2013, filed 12 Feb 2014.