Vector Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Vector Wealth 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
2016 Q4	$277K	Sell	4,022 -224	-5%	-$14.4K	0.19%	67
2016 Q3	$264K	Hold	4,246	–	–	0.18%	69
2016 Q2	$247K	Sell	4,246 -670	-14%	-$38.2K	0.17%	70
2016 Q1	$277K	Sell	4,916 -1,554	-24%	-$81.1K	0.21%	63
2015 Q4	$356K	Buy	6,470 +2,442	+61%	+$138K	0.28%	48
2015 Q3	$234K	Buy	4,028 +262	+7%	+$14.9K	0.18%	68
2015 Q2	$222K	Hold	3,766	–	–	0.18%	71
2015 Q1	$222K	Sell	3,766 -140	-4%	-$8.02K	0.18%	70
2014 Q4	$223K	Buy	+3,906	New	+$213K	0.17%	65

Other funds holding IJR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vector Wealth Management's IJR Position: Q4 2016 in Review

Vector Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.3% in Q4 2016, selling an estimated $14.4K and leaving 4,022 shares worth $277K. The position accounts for 0.19% of the portfolio, ranked #67.

Vector Wealth Management first reported a position in IJR in Q4 2014 and has held it in 9 quarters since. The position peaked at $356K in Q4 2015. 868 funds tracked by Wall St. Rank hold IJR as of Q4 2016.

Vector Wealth Management held 4,022 shares of iShares Core S&P Small-Cap ETF worth $277K as of Q4 2016.
Vector Wealth Management sold 224 iShares Core S&P Small-Cap ETF shares in Q4 2016, an estimated $14.4K.
iShares Core S&P Small-Cap ETF made up 0.19% of Vector Wealth Management's portfolio in Q4 2016, its #67 holding.
Vector Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2014 and has held it in 9 quarters since.
Vector Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $356K in Q4 2015.
868 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.