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

Moller Wealth 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
2015 Q3	–	Sell	-6,080	Closed	-$358K	–	37
2015 Q2	$358K	Hold	6,080	–	–	0.16%	34
2015 Q1	$359K	Sell	6,080 -536	-8%	-$30.7K	0.17%	35
2014 Q4	$377K	Hold	6,616	–	–	0.19%	35
2014 Q3	$345K	Hold	6,616	–	–	0.16%	41
2014 Q2	$371K	Sell	6,616 -250	-4%	-$13.5K	0.17%	41
2014 Q1	$378K	Hold	6,866	–	–	0.19%	40
2013 Q4	$375K	Sell	6,866 -32	-0.5%	-$1.67K	0.2%	38
2013 Q3	$344K	Sell	6,898 -2,526	-27%	-$122K	0.22%	39
2013 Q2	$426K	Buy	+9,424	New	+$417K	0.31%	37

Other funds holding IJR

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Moller Wealth Partners's IJR Position: Q3 2015 in Review

Moller Wealth Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2015, closing a stake of 6,080 shares — an estimated $358K sold.

Moller Wealth Partners first reported a position in IJR in Q2 2013 and held it in 9 quarters. The position peaked at $426K in Q2 2013. 623 funds tracked by Wall St. Rank hold IJR as of Q3 2015.

Moller Wealth Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2015 after selling out during the quarter.
Moller Wealth Partners sold 6,080 iShares Core S&P Small-Cap ETF shares in Q3 2015, an estimated $358K.
Moller Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and held it in 9 quarters.
Moller Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $426K in Q2 2013.
623 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2015.

Based on Moller Wealth Partners's 13F filing for Q3 2015, filed 12 Nov 2015.