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Secrest Blakey & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Secrest Blakey & Associates’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
Q4 		– Sell
-416
Closed -$32K – 87
2019
Q3 		$32K Sell
416
-15
-3% -$1.16K 0.03% 111
2019
Q2 		$34K Buy
431
+8
+2% +$621 0.03% 107
2019
Q1 		$33K Buy
+423
New +$32.5K 0.03% 102

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Secrest Blakey & Associates's IJR Position: Q4 2019 in Review

Secrest Blakey & Associates sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2019, closing a stake of 416 shares — an estimated $32K sold.

Secrest Blakey & Associates first reported a position in IJR in Q1 2019 and held it in 3 quarters. The position peaked at $34K in Q2 2019. 1,558 funds tracked by Wall St. Rank hold IJR as of Q4 2019.

  • Secrest Blakey & Associates reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Secrest Blakey & Associates sold 416 iShares Core S&P Small-Cap ETF shares in Q4 2019, an estimated $32K.
  • Secrest Blakey & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and held it in 3 quarters.
  • Secrest Blakey & Associates's iShares Core S&P Small-Cap ETF position peaked at $34K in Q2 2019.
  • 1,558 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2019.

Based on Secrest Blakey & Associates's 13F filing for Q4 2019, filed 5 Feb 2020.