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Planning Solutions Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Planning Solutions Group’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
Q2 		$3.04M Buy
38,769
+1,503
+4% +$117K 1.56% 14
2019
Q1 		$2.88M Buy
37,266
+1,687
+5% +$130K 1.54% 13
2018
Q4 		$2.47M Buy
+35,579
New +$2.75M 1.5% 14

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Planning Solutions Group's IJR Position: Q2 2019 in Review

Planning Solutions Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4% in Q2 2019, buying an estimated $117K and bringing the position to 38,769 shares worth $3.04M. The position accounts for 1.56% of the portfolio, ranked #14.

Planning Solutions Group first reported a position in IJR in Q4 2018 and has held it in 3 quarters since. 1,332 funds tracked by Wall St. Rank hold IJR as of Q2 2019.

  • Planning Solutions Group held 38,769 shares of iShares Core S&P Small-Cap ETF worth $3.04M as of Q2 2019.
  • Planning Solutions Group bought 1,503 iShares Core S&P Small-Cap ETF shares in Q2 2019, an estimated $117K.
  • iShares Core S&P Small-Cap ETF made up 1.56% of Planning Solutions Group's portfolio in Q2 2019, its #14 holding.
  • Planning Solutions Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 3 quarters since.
  • 1,332 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.