Sequoia Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sequoia Wealth 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
2019 Q4	$225K	Sell	2,687 -7,571	-74%	-$609K	1.74%	18
2019 Q3	$801K	Buy	10,258 +2,033	+25%	+$157K	1.64%	18
2019 Q2	$635K	Sell	8,225 -26,275	-76%	-$2.04M	0.6%	28
2019 Q1	$2.66M	Buy	34,500 +24,530	+246%	+$1.88M	2.16%	11
2018 Q4	$691K	Sell	9,970 -24,234	-71%	-$1.87M	0.68%	28
2018 Q3	$2.98M	Buy	34,204 +30,546	+835%	+$2.68M	2.56%	12
2018 Q2	$345K	Sell	3,658 -256	-7%	-$20.9K	0.37%	43
2018 Q1	$301K	Sell	3,914 -33,721	-90%	-$2.62M	0.29%	45
2017 Q4	$2.93M	Buy	+37,635	New	+$2.84M	2.65%	11

Other funds holding IJR

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Sequoia Wealth Management's IJR Position: Q4 2019 in Review

Sequoia Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 74% in Q4 2019, selling an estimated $609K and leaving 2,687 shares worth $225K. The position accounts for 1.74% of the portfolio, ranked #18.

Sequoia Wealth Management first reported a position in IJR in Q4 2017 and has held it in 9 quarters since. The position peaked at $2.98M in Q3 2018. 1,558 funds tracked by Wall St. Rank hold IJR as of Q4 2019.

Sequoia Wealth Management held 2,687 shares of iShares Core S&P Small-Cap ETF worth $225K as of Q4 2019.
Sequoia Wealth Management sold 7,571 iShares Core S&P Small-Cap ETF shares in Q4 2019, an estimated $609K.
iShares Core S&P Small-Cap ETF made up 1.74% of Sequoia Wealth Management's portfolio in Q4 2019, its #18 holding.
Sequoia Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 9 quarters since.
Sequoia Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $2.98M in Q3 2018.
1,558 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.