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

Vickerman & Driscoll 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
2020 Q1	$251K	Sell	4,465 -5,387	-55%	-$401K	0.15%	66
2019 Q4	$826K	Sell	9,852 -729	-7%	-$58.7K	0.42%	46
2019 Q3	$824K	Sell	10,581 -189	-2%	-$14.6K	0.45%	50
2019 Q2	$843K	Buy	10,770 +51	+0.5%	+$3.96K	0.47%	50
2019 Q1	$827K	Buy	10,719 +77	+0.7%	+$5.91K	0.47%	49
2018 Q4	$738K	Sell	10,642 -89	-0.8%	-$6.88K	0.57%	45
2018 Q3	$936K	Sell	10,731 -1,044	-9%	-$91.5K	0.65%	44
2018 Q2	$983K	Sell	11,775 -2,318	-16%	-$189K	0.72%	42
2018 Q1	$1.08M	Sell	14,093 -3,666	-21%	-$285K	0.8%	40
2017 Q4	$1.36M	Buy	+17,759	New	+$1.34M	1.07%	26

Other funds holding IJR

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vickerman & Driscoll Financial Advisors's IJR Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 55% in Q1 2020, selling an estimated $401K and leaving 4,465 shares worth $251K. The position accounts for 0.15% of the portfolio, ranked #66.

Vickerman & Driscoll Financial Advisors first reported a position in IJR in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.36M in Q4 2017. 1,384 funds tracked by Wall St. Rank hold IJR as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 4,465 shares of iShares Core S&P Small-Cap ETF worth $251K as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 5,387 iShares Core S&P Small-Cap ETF shares in Q1 2020, an estimated $401K.
iShares Core S&P Small-Cap ETF made up 0.15% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #66 holding.
Vickerman & Driscoll Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.36M in Q4 2017.
1,384 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.