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Robertson Stephens Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Robertson Stephens Advisors’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
Q3 		$1.93M Sell
26,012
-2,960
-10% -$207K 1.67% 19
2017
Q2 		$2.03M Sell
28,972
-1,564
-5% -$108K 1.83% 16
2017
Q1 		$2.21M Buy
30,536
+2,892
+10% +$199K 1.97% 16
2016
Q4 		$1.9M Buy
+27,644
New +$1.78M 1.08% 29

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
S
Schroders London, United Kingdom $185M AUM 16.04% 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

Robertson Stephens Advisors's IJR Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 10% in Q3 2017, selling an estimated $207K and leaving 26,012 shares worth $1.93M. The position accounts for 1.67% of the portfolio, ranked #19.

Robertson Stephens Advisors first reported a position in IJR in Q4 2016 and has held it in 4 quarters since. The position peaked at $2.21M in Q1 2017. 941 funds tracked by Wall St. Rank hold IJR as of Q3 2017.

  • Robertson Stephens Advisors held 26,012 shares of iShares Core S&P Small-Cap ETF worth $1.93M as of Q3 2017.
  • Robertson Stephens Advisors sold 2,960 iShares Core S&P Small-Cap ETF shares in Q3 2017, an estimated $207K.
  • iShares Core S&P Small-Cap ETF made up 1.67% of Robertson Stephens Advisors's portfolio in Q3 2017, its #19 holding.
  • Robertson Stephens Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 4 quarters since.
  • Robertson Stephens Advisors's iShares Core S&P Small-Cap ETF position peaked at $2.21M in Q1 2017.
  • 941 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.