SteelBridge Private Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
Other funds holding IJR
RJA
SteelBridge Private Wealth Advisors's IJR Position: Q1 2018 in Review
SteelBridge Private Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 39% in Q1 2018, buying an estimated $129K and bringing the position to 5,919 shares worth $456K. The position accounts for 3.95% of the portfolio, ranked #6.
SteelBridge Private Wealth Advisors first reported a position in IJR in Q3 2017 and has held it in 3 quarters since. 1,142 funds tracked by Wall St. Rank hold IJR as of Q1 2018.
- SteelBridge Private Wealth Advisors held 5,919 shares of iShares Core S&P Small-Cap ETF worth $456K as of Q1 2018.
- SteelBridge Private Wealth Advisors bought 1,654 iShares Core S&P Small-Cap ETF shares in Q1 2018, an estimated $129K.
- iShares Core S&P Small-Cap ETF made up 3.95% of SteelBridge Private Wealth Advisors's portfolio in Q1 2018, its #6 holding.
- SteelBridge Private Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2017 and has held it in 3 quarters since.
- 1,142 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2018.
Based on SteelBridge Private Wealth Advisors's 13F filing for Q1 2018, filed 11 May 2018.