MFGP
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Marshall Financial Group (Pennsylvania)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Marshall Financial Group (Pennsylvania)’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
2020
Q1 		– Sell
-2,458
Closed -$206K – 46
2019
Q4 		$206K Buy
+2,458
New +$198K 0.14% 50
2019
Q1 		– Sell
-4,653
Closed -$323K – 51
2018
Q4 		$323K Buy
+4,653
New +$360K 0.31% 38

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s IJR Position: Q1 2020 in Review

Marshall Financial Group (Pennsylvania) sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2020, closing a stake of 2,458 shares — an estimated $206K sold.

Marshall Financial Group (Pennsylvania) first reported a position in IJR in Q4 2018 and held it in 2 quarters. The position peaked at $323K in Q4 2018. 1,383 funds tracked by Wall St. Rank hold IJR as of Q1 2020.

  • Marshall Financial Group (Pennsylvania) reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Marshall Financial Group (Pennsylvania) sold 2,458 iShares Core S&P Small-Cap ETF shares in Q1 2020, an estimated $206K.
  • Marshall Financial Group (Pennsylvania) first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and held it in 2 quarters.
  • Marshall Financial Group (Pennsylvania)'s iShares Core S&P Small-Cap ETF position peaked at $323K in Q4 2018.
  • 1,383 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2020.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q1 2020, filed 23 Apr 2020.