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Searcy Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Searcy Financial Services’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
2019
Q1 		– Sell
-4,666
Closed -$323K – 17
2018
Q4 		$323K Buy
+4,666
New +$361K 0.41% 11

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Searcy Financial Services's IJR Position: Q1 2019 in Review

Searcy Financial Services sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2019, closing a stake of 4,666 shares — an estimated $323K sold.

Searcy Financial Services first reported a position in IJR in Q4 2018 and held it in 1 quarter. The position peaked at $323K in Q4 2018. 1,347 funds tracked by Wall St. Rank hold IJR as of Q1 2019.

  • Searcy Financial Services reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Searcy Financial Services sold 4,666 iShares Core S&P Small-Cap ETF shares in Q1 2019, an estimated $323K.
  • Searcy Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and held it in 1 quarter.
  • Searcy Financial Services's iShares Core S&P Small-Cap ETF position peaked at $323K in Q4 2018.
  • 1,347 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2019.

Based on Searcy Financial Services's 13F filing for Q1 2019, filed 9 May 2019.