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TPG Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

TPG Financial 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
2019
Q3 		– Sell
-2,621
Closed -$206K – 46
2019
Q2 		$206K Buy
+2,621
New +$203K 0.19% 39

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 $530B AUM 22.01% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

TPG Financial Advisors's IJR Position: Q3 2019 in Review

TPG Financial Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2019, closing a stake of 2,621 shares — an estimated $206K sold.

TPG Financial Advisors first reported a position in IJR in Q2 2019 and held it in 1 quarter. The position peaked at $206K in Q2 2019. 1,331 funds tracked by Wall St. Rank hold IJR as of Q3 2019.

  • TPG Financial Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • TPG Financial Advisors sold 2,621 iShares Core S&P Small-Cap ETF shares in Q3 2019, an estimated $206K.
  • TPG Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and held it in 1 quarter.
  • TPG Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $206K in Q2 2019.
  • 1,331 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2019.

Based on TPG Financial Advisors's 13F filing for Q3 2019, filed 3 Oct 2019.