Paracle Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Paracle Advisors’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 Q4	–	Sell	-3,188	Closed	-$248K	–	51
2019 Q3	$248K	Hold	3,188	–	–	0.06%	64
2019 Q2	$249K	Hold	3,188	–	–	0.06%	59
2019 Q1	$245K	Sell	3,188 -145	-4%	-$11.1K	0.06%	58
2018 Q4	$231K	Buy	+3,333	New	+$258K	0.07%	56

Other funds holding IJR

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Paracle Advisors's IJR Position: Q4 2019 in Review

Paracle Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2019, closing a stake of 3,188 shares — an estimated $248K sold.

Paracle Advisors first reported a position in IJR in Q4 2018 and held it in 4 quarters. The position peaked at $249K in Q2 2019. 1,558 funds tracked by Wall St. Rank hold IJR as of Q4 2019.

Paracle Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2019 after selling out during the quarter.
Paracle Advisors sold 3,188 iShares Core S&P Small-Cap ETF shares in Q4 2019, an estimated $248K.
Paracle Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and held it in 4 quarters.
Paracle Advisors's iShares Core S&P Small-Cap ETF position peaked at $249K in Q2 2019.
1,558 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2019.

Based on Paracle Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.