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

Paloma 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
Q4 		– Sell
-11,187
Closed -$786K – 1909
2020
Q3 		$786K Buy
+11,187
New +$802K 0.02% 880
2018
Q3 		– Sell
-25,700
Closed -$2.15M – 1719
2018
Q2 		$2.15M Buy
+25,700
New +$2.09M 0.04% 422

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Paloma Partners's IJR Position: Q4 2020 in Review

Paloma Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2020, closing a stake of 11,187 shares — an estimated $786K sold.

Paloma Partners first reported a position in IJR in Q2 2018 and held it in 2 quarters. The position peaked at $2.15M in Q2 2018. 1,727 funds tracked by Wall St. Rank hold IJR as of Q4 2020.

  • Paloma Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Paloma Partners sold 11,187 iShares Core S&P Small-Cap ETF shares in Q4 2020, an estimated $786K.
  • Paloma Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and held it in 2 quarters.
  • Paloma Partners's iShares Core S&P Small-Cap ETF position peaked at $2.15M in Q2 2018.
  • 1,727 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2020.

Based on Paloma Partners's 13F filing for Q4 2020, filed 16 Feb 2021.