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Parasol Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Parasol Investment Management’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
2014
Q1 		– Sell
-600
Closed -$33K – 265
2013
Q4 		$33K Buy
+600
New +$31.4K 0.02% 115

Other funds holding IJR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Parasol Investment Management's IJR Position: Q1 2014 in Review

Parasol Investment Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2014, closing a stake of 600 shares — an estimated $33K sold.

Parasol Investment Management first reported a position in IJR in Q4 2013 and held it in 1 quarter. The position peaked at $33K in Q4 2013. 526 funds tracked by Wall St. Rank hold IJR as of Q1 2014.

  • Parasol Investment Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2014 after selling out during the quarter.
  • Parasol Investment Management sold 600 iShares Core S&P Small-Cap ETF shares in Q1 2014, an estimated $33K.
  • Parasol Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and held it in 1 quarter.
  • Parasol Investment Management's iShares Core S&P Small-Cap ETF position peaked at $33K in Q4 2013.
  • 526 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2014.

Based on Parasol Investment Management's 13F filing for Q1 2014, filed 14 Apr 2014.