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

Semmax Financial 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
2020 Q1	–	Sell	-107	Closed	-$9K	–	287
2019 Q4	$9K	Buy	+107	New	+$8.61K	0.01%	184
2019 Q3	–	Sell	-9	Closed	-$1K	–	310
2019 Q2	$1K	Sell	9 -199	-96%	-$15.4K	﹤0.01%	322
2019 Q1	$16K	Sell	208 -8,656	-98%	-$665K	0.01%	283
2018 Q4	$614K	Buy	+8,864	New	+$685K	0.48%	52

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Semmax Financial Advisors's IJR Position: Q1 2020 in Review

Semmax Financial Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2020, closing a stake of 107 shares — an estimated $9K sold.

Semmax Financial Advisors first reported a position in IJR in Q4 2018 and held it in 4 quarters. The position peaked at $614K in Q4 2018. 1,383 funds tracked by Wall St. Rank hold IJR as of Q1 2020.

Semmax Financial Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
Semmax Financial Advisors sold 107 iShares Core S&P Small-Cap ETF shares in Q1 2020, an estimated $9K.
Semmax Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and held it in 4 quarters.
Semmax Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $614K in Q4 2018.
1,383 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2020.

Based on Semmax Financial Advisors's 13F filing for Q1 2020, filed 5 May 2020.