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Stokes & Hubbell Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Stokes & Hubbell Capital 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
Q1 		$4.4M Buy
57,028
+1,131
+2% +$86.9K 0.93% 30
2018
Q4 		$3.88M Sell
55,897
-6,467
-10% -$500K 0.88% 30
2018
Q3 		$5.44M Buy
62,364
+39,331
+171% +$3.45M 1.13% 24
2018
Q2 		$1.92M Buy
23,033
+7,268
+46% +$592K 0.44% 51
2018
Q1 		$1.26M Buy
15,765
+11,640
+282% +$906K 0.29% 62
2017
Q4 		$317K Buy
4,125
+333
+9% +$25.1K 0.08% 99
2017
Q3 		$281K Buy
+3,792
New +$266K 0.07% 99

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return