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Seizert Capital Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Seizert Capital Partners’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
2015
Q3 		– Sell
-4,090
Closed -$241K – 202
2015
Q2 		$241K Buy
+4,090
New +$242K 0.01% 198

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Seizert Capital Partners's IJR Position: Q3 2015 in Review

Seizert Capital Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2015, closing a stake of 4,090 shares — an estimated $241K sold.

Seizert Capital Partners first reported a position in IJR in Q2 2015 and held it in 1 quarter. The position peaked at $241K in Q2 2015. 623 funds tracked by Wall St. Rank hold IJR as of Q3 2015.

  • Seizert Capital Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2015 after selling out during the quarter.
  • Seizert Capital Partners sold 4,090 iShares Core S&P Small-Cap ETF shares in Q3 2015, an estimated $241K.
  • Seizert Capital Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2015 and held it in 1 quarter.
  • Seizert Capital Partners's iShares Core S&P Small-Cap ETF position peaked at $241K in Q2 2015.
  • 623 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2015.

Based on Seizert Capital Partners's 13F filing for Q3 2015, filed 10 Nov 2015.