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

Shorepoint 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
2020 Q1	–	Sell	-16,337	Closed	-$1.37M	–	86
2019 Q4	$1.37M	Buy	16,337 +17	+0.1%	+$1.37K	0.78%	50
2019 Q3	$1.27M	Sell	16,320 -715	-4%	-$55.4K	0.75%	49
2019 Q2	$1.33M	Sell	17,035 -144	-0.8%	-$11.2K	0.76%	51
2019 Q1	$1.32M	Buy	+17,179	New	+$1.32M	0.75%	50

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

Shorepoint Capital Partners's IJR Position: Q1 2020 in Review

Shorepoint Capital Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2020, closing a stake of 16,337 shares — an estimated $1.37M sold.

Shorepoint Capital Partners first reported a position in IJR in Q1 2019 and held it in 4 quarters. The position peaked at $1.37M in Q4 2019. 1,383 funds tracked by Wall St. Rank hold IJR as of Q1 2020.

Shorepoint Capital Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
Shorepoint Capital Partners sold 16,337 iShares Core S&P Small-Cap ETF shares in Q1 2020, an estimated $1.37M.
Shorepoint Capital Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and held it in 4 quarters.
Shorepoint Capital Partners's iShares Core S&P Small-Cap ETF position peaked at $1.37M in Q4 2019.
1,383 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2020.

Based on Shorepoint Capital Partners's 13F filing for Q1 2020, filed 14 May 2020.