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

Peachtree Investment 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
2018
Q4 		$691K Buy
+9,975
New +$771K 0.53% 37
2015
Q3 		– Sell
-600
Closed -$35K – 172
2015
Q2 		$35K Hold
600
– – 0.03% 209
2015
Q1 		$35K Hold
600
– – 0.03% 214
2014
Q4 		$34K Hold
600
– – 0.02% 224
2014
Q3 		$31K Buy
+600
New +$32.6K 0.02% 231

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Peachtree Investment Advisors's IJR Position: Q4 2018 in Review

Peachtree Investment Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q4 2018: 9,975 shares worth $691K. The stake represents 0.53% of the portfolio and ranks #37 among its holdings. This is a return to the name: Peachtree Investment Advisors previously reported a position in IJR as recently as Q2 2015.

Peachtree Investment Advisors first reported a position in IJR in Q3 2014 and has held it in 5 quarters since. 1,306 funds tracked by Wall St. Rank hold IJR as of Q4 2018.

  • Peachtree Investment Advisors held 9,975 shares of iShares Core S&P Small-Cap ETF worth $691K as of Q4 2018.
  • iShares Core S&P Small-Cap ETF was a new Peachtree Investment Advisors position in Q4 2018.
  • iShares Core S&P Small-Cap ETF made up 0.53% of Peachtree Investment Advisors's portfolio in Q4 2018, its #37 holding.
  • Peachtree Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2014 and has held it in 5 quarters since.
  • 1,306 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.