Raab & Moskowitz Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Raab & Moskowitz Asset 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
2020 Q1	–	Sell	-838	Closed	-$70K	–	315
2019 Q4	$70K	Buy	+838	New	+$67.4K	0.03%	218
2019 Q1	–	Sell	-8,799	Closed	-$609K	–	169
2018 Q4	$609K	Buy	8,799 +7,961	+950%	+$615K	0.3%	86
2018 Q3	$73K	Sell	838 -1,807	-68%	-$158K	0.03%	230
2018 Q2	$220K	Buy	+2,645	New	+$216K	0.11%	151
2015 Q1	–	Sell	-1,798	Closed	-$103K	–	241
2014 Q4	$103K	Buy	+1,798	New	+$98.2K	0.06%	141

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raab & Moskowitz Asset Management's IJR Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2020, closing a stake of 838 shares — an estimated $70K sold.

Raab & Moskowitz Asset Management first reported a position in IJR in Q4 2014 and held it in 5 quarters. The position peaked at $609K in Q4 2018. 1,381 funds tracked by Wall St. Rank hold IJR as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 838 iShares Core S&P Small-Cap ETF shares in Q1 2020, an estimated $70K.
Raab & Moskowitz Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2014 and held it in 5 quarters.
Raab & Moskowitz Asset Management's iShares Core S&P Small-Cap ETF position peaked at $609K in Q4 2018.
1,381 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.