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Robert N. Shapiro’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$228K Hold
4,004
– – 0.05% 246
2014
Q3 		$209K Buy
4,004
+126
+3% +$6.86K 0.04% 265
2014
Q2 		$217K Hold
3,878
– – 0.04% 262
2014
Q1 		$214K Sell
3,878
-56
-1% -$3.03K 0.04% 253
2013
Q4 		$215K Sell
3,934
-266
-6% -$13.9K 0.04% 261
2013
Q3 		$210K Buy
+4,200
New +$203K 0.04% 262

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Robert N. Shapiro's IJR Position: Q4 2014 in Review

Robert N. Shapiro held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q4 2014 at 4,004 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #246.

Robert N. Shapiro first reported a position in IJR in Q3 2013 and has held it in 6 quarters since. 573 funds tracked by Wall St. Rank hold IJR as of Q4 2014.

  • Robert N. Shapiro held 4,004 shares of iShares Core S&P Small-Cap ETF worth $228K as of Q4 2014.
  • Robert N. Shapiro left its iShares Core S&P Small-Cap ETF share count unchanged in Q4 2014.
  • iShares Core S&P Small-Cap ETF made up 0.05% of Robert N. Shapiro's portfolio in Q4 2014, its #246 holding.
  • Robert N. Shapiro first reported a position in iShares Core S&P Small-Cap ETF in Q3 2013 and has held it in 6 quarters since.
  • 573 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.