Mirador Capital Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Mirador Capital Partners’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	-5,883	Closed	-$493K	–	151
2019 Q4	$493K	Sell	5,883 -796	-12%	-$64K	0.2%	105
2019 Q3	$520K	Buy	6,679 +2,354	+54%	+$182K	0.23%	102
2019 Q2	$339K	Buy	4,325 +125	+3%	+$9.7K	0.17%	105
2019 Q1	$324K	Hold	4,200	–	–	0.18%	103
2018 Q4	$291K	Hold	4,200	–	–	0.18%	100
2018 Q3	$366K	Hold	4,200	–	–	0.18%	106
2018 Q2	$351K	Hold	4,200	–	–	0.19%	100
2018 Q1	$327K	Hold	4,200	–	–	0.23%	90
2017 Q4	$323K	Hold	4,200	–	–	0.18%	101
2017 Q3	$316K	Hold	4,200	–	–	0.19%	100
2017 Q2	$295K	Buy	4,200 +400	+11%	+$27.7K	0.18%	102
2017 Q1	$263K	Buy	+3,800	New	+$262K	0.19%	111

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

FCAS

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mirador Capital Partners's IJR Position: Q1 2020 in Review

Mirador Capital Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2020, closing a stake of 5,883 shares — an estimated $493K sold.

Mirador Capital Partners first reported a position in IJR in Q1 2017 and held it in 12 quarters. The position peaked at $520K in Q3 2019. 1,383 funds tracked by Wall St. Rank hold IJR as of Q1 2020.

Mirador Capital Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
Mirador Capital Partners sold 5,883 iShares Core S&P Small-Cap ETF shares in Q1 2020, an estimated $493K.
Mirador Capital Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2017 and held it in 12 quarters.
Mirador Capital Partners's iShares Core S&P Small-Cap ETF position peaked at $520K in Q3 2019.
1,383 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2020.

Based on Mirador Capital Partners's 13F filing for Q1 2020, filed 11 May 2020.