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Personal Financial Consultants’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Personal Financial Consultants’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 		– Sell
-7,650
Closed -$667K – 32
2018
Q3 		$667K Buy
+7,650
New +$670K 0.49% 24

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

Personal Financial Consultants's IJR Position: Q4 2018 in Review

Personal Financial Consultants sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2018, closing a stake of 7,650 shares — an estimated $667K sold.

Personal Financial Consultants first reported a position in IJR in Q3 2018 and held it in 1 quarter. The position peaked at $667K in Q3 2018. 1,305 funds tracked by Wall St. Rank hold IJR as of Q4 2018.

  • Personal Financial Consultants reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Personal Financial Consultants sold 7,650 iShares Core S&P Small-Cap ETF shares in Q4 2018, an estimated $667K.
  • Personal Financial Consultants first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and held it in 1 quarter.
  • Personal Financial Consultants's iShares Core S&P Small-Cap ETF position peaked at $667K in Q3 2018.
  • 1,305 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2018.

Based on Personal Financial Consultants's 13F filing for Q4 2018, filed 30 Jan 2019.