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

Wealthfront’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
2018 Q3	$215K	Buy	2,470 +39	+2%	+$3.42K	﹤0.01%	494
2018 Q2	$203K	Sell	2,431 -410	-14%	-$33.4K	﹤0.01%	494
2018 Q1	$219K	Sell	2,841 -944	-25%	-$73.5K	﹤0.01%	482
2017 Q4	$291K	Sell	3,785 -318	-8%	-$24K	﹤0.01%	434
2017 Q3	$305K	Buy	4,103 +868	+27%	+$60.8K	﹤0.01%	416
2017 Q2	$227K	Buy	+3,235	New	+$224K	﹤0.01%	432
2015 Q4	–	Sell	-330	Closed	-$18K	–	643
2015 Q3	$18K	Sell	330 -1,014	-75%	-$57.5K	﹤0.01%	787
2015 Q2	$79K	Buy	1,344 +248	+23%	+$14.7K	﹤0.01%	446
2015 Q1	$65K	Buy	1,096 +530	+94%	+$30.4K	﹤0.01%	457
2014 Q4	$32K	Buy	+566	New	+$30.9K	﹤0.01%	519
2014 Q3	–	Sell	-216	Closed	-$12K	–	692
2014 Q2	$12K	Buy	+216	New	+$11.7K	﹤0.01%	509

Other funds holding IJR

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthfront's IJR Position: Q3 2018 in Review

Wealthfront increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.6% in Q3 2018, buying an estimated $3.42K and bringing the position to 2,470 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Wealthfront first reported a position in IJR in Q2 2014 and has held it in 11 quarters since. The position peaked at $305K in Q3 2017. 1,218 funds tracked by Wall St. Rank hold IJR as of Q3 2018.

Wealthfront held 2,470 shares of iShares Core S&P Small-Cap ETF worth $215K as of Q3 2018.
Wealthfront bought 39 iShares Core S&P Small-Cap ETF shares in Q3 2018, an estimated $3.42K.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #494 holding.
Wealthfront first reported a position in iShares Core S&P Small-Cap ETF in Q2 2014 and has held it in 11 quarters since.
Wealthfront's iShares Core S&P Small-Cap ETF position peaked at $305K in Q3 2017.
1,218 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.