SG Select’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q1
$403K Buy
7,314
+888
+14% +$48K 6.58% 8
2013
Q4
$351K Sell
6,426
-54
-0.8% -$2.82K 8.79% 7
2013
Q3
$323K Sell
6,480
-606
-9% -$29.3K 7.81% 9
2013
Q2
$320K Buy
+7,086
New +$314K 11.66% 4

Other funds holding IJR

SG Select's IJR Position: Q1 2014 in Review

SG Select increased its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q1 2014, buying an estimated $48K and bringing the position to 7,314 shares worth $403K. The position accounts for 6.58% of the portfolio, ranked #8.

SG Select first reported a position in IJR in Q2 2013 and has held it in 4 quarters since. 527 funds tracked by Wall St. Rank hold IJR as of Q1 2014.

  • SG Select held 7,314 shares of iShares Core S&P Small-Cap ETF worth $403K as of Q1 2014.
  • SG Select bought 888 iShares Core S&P Small-Cap ETF shares in Q1 2014, an estimated $48K.
  • iShares Core S&P Small-Cap ETF made up 6.58% of SG Select's portfolio in Q1 2014, its #8 holding.
  • SG Select first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 4 quarters since.
  • 527 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2014.

Based on SG Select's 13F filing for Q1 2014, filed 21 May 2014.