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Threshold Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Threshold Group’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
2017
Q3 		$3.53M Sell
47,518
-2,408
-5% -$169K 2.81% 12
2017
Q2 		$3.5M Sell
49,926
-63
-0.1% -$4.36K 3.09% 11
2017
Q1 		$3.46M Buy
49,989
+83
+0.2% +$5.72K 3.33% 9
2016
Q4 		$3.43M Buy
49,906
+5,308
+12% +$342K 2.99% 12
2016
Q3 		$2.77M Sell
44,598
-698
-2% -$42.6K 2.68% 12
2016
Q2 		$2.63M Buy
45,296
+182
+0.4% +$10.4K 2.63% 14
2016
Q1 		$2.54M Sell
45,114
-146
-0.3% -$7.62K 3.52% 12
2015
Q4 		$2.49M Buy
+45,260
New +$2.55M 3.3% 10

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
UBS Group
UBS Group Zurich, Switzerland $666B 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 $5.72T AUM 30.48% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 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

Threshold Group's IJR Position: Q3 2017 in Review

Threshold Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.8% in Q3 2017, selling an estimated $169K and leaving 47,518 shares worth $3.53M. The position accounts for 2.81% of the portfolio, ranked #12.

Threshold Group first reported a position in IJR in Q4 2015 and has held it in 8 quarters since. 942 funds tracked by Wall St. Rank hold IJR as of Q3 2017.

  • Threshold Group held 47,518 shares of iShares Core S&P Small-Cap ETF worth $3.53M as of Q3 2017.
  • Threshold Group sold 2,408 iShares Core S&P Small-Cap ETF shares in Q3 2017, an estimated $169K.
  • iShares Core S&P Small-Cap ETF made up 2.81% of Threshold Group's portfolio in Q3 2017, its #12 holding.
  • Threshold Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 8 quarters since.
  • 942 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2017.

Based on Threshold Group's 13F filing for Q3 2017, filed 14 Nov 2017.