Oak Point Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
Other funds holding IJR
RJA
Oak Point Wealth Management's IJR Position: Q1 2018 in Review
Oak Point Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 171% in Q1 2018, buying an estimated $30.4K and bringing the position to 619 shares worth $47K. The position accounts for 0.05% of the portfolio, ranked #109.
Oak Point Wealth Management first reported a position in IJR in Q4 2017 and has held it in 2 quarters since. 1,142 funds tracked by Wall St. Rank hold IJR as of Q1 2018.
- Oak Point Wealth Management held 619 shares of iShares Core S&P Small-Cap ETF worth $47K as of Q1 2018.
- Oak Point Wealth Management bought 391 iShares Core S&P Small-Cap ETF shares in Q1 2018, an estimated $30.4K.
- iShares Core S&P Small-Cap ETF made up 0.05% of Oak Point Wealth Management's portfolio in Q1 2018, its #109 holding.
- Oak Point Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 2 quarters since.
- 1,142 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2018.
Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.