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National Planning Corporation’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

National Planning Corporation’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
Q1 		– Sell
-43
Closed -$3.31K – 20
2017
Q4 		$3.31K Sell
43
-129,963
-100% -$9.8M 0.46% 39
2017
Q3 		$9.65M Sell
130,006
-12,535
-9% -$878K 0.81% 25
2017
Q2 		$10.1M Buy
142,541
+10,081
+8% +$698K 0.77% 25
2017
Q1 		$9M Sell
132,460
-176,962
-57% -$12.2M 0.68% 30
2016
Q4 		$10.5M Buy
309,422
+229,606
+288% +$14.8M 0.82% 24
2016
Q3 		$4.75M Sell
79,816
-32,868
-29% -$2.01M 0.38% 59
2016
Q2 		$6.78M Buy
112,684
+29,126
+35% +$1.66M 0.52% 41
2016
Q1 		$4.71M Sell
83,558
-35,152
-30% -$1.83M 0.41% 56
2015
Q4 		$5.9M Buy
118,710
+30,872
+35% +$1.74M 0.48% 45
2015
Q3 		$5.07M Buy
87,838
+4,324
+5% +$245K 0.47% 45
2015
Q2 		$4.83M Sell
83,514
-8,338
-9% -$493K 0.43% 51
2015
Q1 		$5.29M Sell
91,852
-29,852
-25% -$1.71M 0.47% 44
2014
Q4 		$6.74M Buy
121,704
+37,954
+45% +$2.07M 0.48% 40
2014
Q3 		$4.38M Buy
83,750
+5,212
+7% +$284K 0.33% 62
2014
Q2 		$4.4M Sell
78,538
-7,024
-8% -$380K 0.35% 61
2014
Q1 		$4.79M Sell
85,562
-7,070
-8% -$382K 0.41% 54
2013
Q4 		$5.05M Buy
92,632
+18,392
+25% +$961K 0.45% 51
2013
Q3 		$3.75M Buy
74,240
+15,560
+27% +$752K 0.36% 64
2013
Q2 		$2.66M Buy
+58,680
New +$2.6M 0.33% 75

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

National Planning Corporation's IJR Position: Q1 2018 in Review

National Planning Corporation sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2018, closing a stake of 43 shares — an estimated $3.31K sold.

National Planning Corporation first reported a position in IJR in Q2 2013 and held it in 19 quarters. The position peaked at $10.5M in Q4 2016. 1,141 funds tracked by Wall St. Rank hold IJR as of Q1 2018.

  • National Planning Corporation reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • National Planning Corporation sold 43 iShares Core S&P Small-Cap ETF shares in Q1 2018, an estimated $3.31K.
  • National Planning Corporation first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and held it in 19 quarters.
  • National Planning Corporation's iShares Core S&P Small-Cap ETF position peaked at $10.5M in Q4 2016.
  • 1,141 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2018.

Based on National Planning Corporation's 13F filing for Q1 2018.