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

Risk Paradigm 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
2018 Q4	$19.3K	Hold	278	–	–	0.05%	77
2018 Q3	$24.3K	Hold	278	–	–	0.05%	78
2018 Q2	$23.2K	Sell	278 -18,057	-98%	-$1.47M	0.04%	82
2018 Q1	$1.41M	Sell	18,335 -506	-3%	-$39.4K	1.79%	15
2017 Q4	$1.45M	Buy	18,841 +333	+2%	+$25.1K	1.55%	18
2017 Q3	$1.37M	Buy	18,508 +21	+0.1%	+$1.47K	1.68%	16
2017 Q2	$1.3M	Sell	18,487 -1,152	-6%	-$79.8K	1.52%	19
2017 Q1	$1.36M	Sell	19,639 -1,207	-6%	-$83.2K	1.55%	18
2016 Q4	$1.43M	Buy	20,846 +11,820	+131%	+$762K	1.58%	15
2016 Q3	$560K	Sell	9,026 -342	-4%	-$20.9K	0.42%	69
2016 Q2	$544K	Buy	9,368 +674	+8%	+$38.4K	0.74%	58
2016 Q1	$489K	Sell	8,694 -6,578	-43%	-$343K	0.62%	42
2015 Q4	$841K	Buy	15,272 +13,278	+666%	+$748K	0.99%	35
2015 Q3	$106K	Sell	1,994 -23,464	-92%	-$1.33M	0.22%	63
2015 Q2	$1.5M	Buy	25,458 +1,570	+7%	+$92.8K	1.43%	29
2015 Q1	$1.41M	Buy	+23,888	New	+$1.37M	1.38%	28

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Risk Paradigm Group's IJR Position: Q4 2018 in Review

Risk Paradigm Group held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q4 2018 at 278 shares worth $19.3K. The position accounts for 0.05% of the portfolio, ranked #77.

Risk Paradigm Group first reported a position in IJR in Q1 2015 and has held it in 16 quarters since. The position peaked at $1.5M in Q2 2015. 1,306 funds tracked by Wall St. Rank hold IJR as of Q4 2018.

Risk Paradigm Group held 278 shares of iShares Core S&P Small-Cap ETF worth $19.3K as of Q4 2018.
Risk Paradigm Group left its iShares Core S&P Small-Cap ETF share count unchanged in Q4 2018.
iShares Core S&P Small-Cap ETF made up 0.05% of Risk Paradigm Group's portfolio in Q4 2018, its #77 holding.
Risk Paradigm Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2015 and has held it in 16 quarters since.
Risk Paradigm Group's iShares Core S&P Small-Cap ETF position peaked at $1.5M in Q2 2015.
1,306 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2018.

Based on Risk Paradigm Group's 13F filing for Q4 2018, filed 14 Feb 2019.