Sensible Financial Planning & Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sensible Financial Planning & Management’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 Q2	–	Sell	-3,294	Closed	-$228K	–	27
2017 Q1	$228K	Hold	3,294	–	–	0.15%	26
2016 Q4	$226K	Hold	3,294	–	–	0.16%	25
2016 Q3	$204K	Hold	3,294	–	–	0.14%	26
2016 Q2	$191K	Hold	3,294	–	–	0.13%	26
2016 Q1	$185K	Hold	3,294	–	–	0.14%	26
2015 Q4	$181K	Hold	3,294	–	–	0.14%	26
2015 Q3	$176K	Hold	3,294	–	–	0.14%	28
2015 Q2	$194K	Buy	+3,294	New	+$195K	0.16%	31
2015 Q1	–	Sell	-1,406	Closed	-$80K	–	45
2014 Q4	$80K	Hold	1,406	–	–	0.08%	40
2014 Q3	$74K	Buy	+1,406	New	+$76.5K	0.06%	37

Other funds holding IJR

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Sensible Financial Planning & Management's IJR Position: Q2 2017 in Review

Sensible Financial Planning & Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2017, closing a stake of 3,294 shares — an estimated $228K sold.

Sensible Financial Planning & Management first reported a position in IJR in Q3 2014 and held it in 10 quarters. The position peaked at $228K in Q1 2017. 918 funds tracked by Wall St. Rank hold IJR as of Q2 2017.

Sensible Financial Planning & Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2017 after selling out during the quarter.
Sensible Financial Planning & Management sold 3,294 iShares Core S&P Small-Cap ETF shares in Q2 2017, an estimated $228K.
Sensible Financial Planning & Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2014 and held it in 10 quarters.
Sensible Financial Planning & Management's iShares Core S&P Small-Cap ETF position peaked at $228K in Q1 2017.
918 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2017.

Based on Sensible Financial Planning & Management's 13F filing for Q2 2017, filed 11 Aug 2017.