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Portfolio Strategies (Washington)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q4 		$111K Buy
1,398
+43
+3% +$3.24K 0.22% 26
2017
Q3 		$101K Buy
1,355
+48
+4% +$3.36K 0.17% 27
2017
Q2 		$92K Sell
1,307
-2,560
-66% -$177K 0.13% 38
2017
Q1 		$267K Buy
3,867
+2,263
+141% +$156K 0.34% 27
2016
Q4 		$110K Buy
+1,604
New +$103K 0.13% 40

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

Portfolio Strategies (Washington)'s IJR Position: Q4 2017 in Review

Portfolio Strategies (Washington) increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.2% in Q4 2017, buying an estimated $3.24K and bringing the position to 1,398 shares worth $111K. The position accounts for 0.22% of the portfolio, ranked #26.

Portfolio Strategies (Washington) first reported a position in IJR in Q4 2016 and has held it in 5 quarters since. The position peaked at $267K in Q1 2017. 1,113 funds tracked by Wall St. Rank hold IJR as of Q4 2017.

  • Portfolio Strategies (Washington) held 1,398 shares of iShares Core S&P Small-Cap ETF worth $111K as of Q4 2017.
  • Portfolio Strategies (Washington) bought 43 iShares Core S&P Small-Cap ETF shares in Q4 2017, an estimated $3.24K.
  • iShares Core S&P Small-Cap ETF made up 0.22% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #26 holding.
  • Portfolio Strategies (Washington) first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 5 quarters since.
  • Portfolio Strategies (Washington)'s iShares Core S&P Small-Cap ETF position peaked at $267K in Q1 2017.
  • 1,113 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.