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Osborn Williams & Donohoe’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-706
Closed -$56K – 476
2019
Q1 		$56K Buy
+706
New +$54.2K 0.01% 463

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osborn Williams & Donohoe's IJR Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2019, closing a stake of 706 shares — an estimated $56K sold.

Osborn Williams & Donohoe first reported a position in IJR in Q1 2019 and held it in 1 quarter. The position peaked at $56K in Q1 2019. 1,332 funds tracked by Wall St. Rank hold IJR as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 706 iShares Core S&P Small-Cap ETF shares in Q2 2019, an estimated $56K.
  • Osborn Williams & Donohoe first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares Core S&P Small-Cap ETF position peaked at $56K in Q1 2019.
  • 1,332 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.