Requisite Energy Fund I’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Requisite Energy Fund I’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	$4.32M	Buy	+62,314	New	+$4.82M	1.69%	15

Other funds holding IJR

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Requisite Energy Fund I's IJR Position: Q4 2018 in Review

Requisite Energy Fund I opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q4 2018: 62,314 shares worth $4.32M. The stake represents 1.69% of the portfolio and ranks #15 among its holdings.

1,306 funds tracked by Wall St. Rank hold IJR as of Q4 2018.

Requisite Energy Fund I held 62,314 shares of iShares Core S&P Small-Cap ETF worth $4.32M as of Q4 2018.
iShares Core S&P Small-Cap ETF was a new Requisite Energy Fund I position in Q4 2018.
iShares Core S&P Small-Cap ETF made up 1.69% of Requisite Energy Fund I's portfolio in Q4 2018, its #15 holding.
1,306 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2018.

Based on Requisite Energy Fund I's 13F filing for Q4 2018, filed 14 Feb 2019.