SMA
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Simply Money Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-120
Closed -$5K – 232
2013
Q2 		$5K Buy
+120
New +$5.31K ﹤0.01% 250

Other funds holding IJR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Simply Money Advisors's IJR Position: Q3 2013 in Review

Simply Money Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2013, closing a stake of 120 shares — an estimated $5K sold.

Simply Money Advisors first reported a position in IJR in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 452 funds tracked by Wall St. Rank hold IJR as of Q3 2013.

  • Simply Money Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 120 iShares Core S&P Small-Cap ETF shares in Q3 2013, an estimated $5K.
  • Simply Money Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's iShares Core S&P Small-Cap ETF position peaked at $5K in Q2 2013.
  • 452 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.