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

WealthShield’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
Q4 		$1.73M Buy
+22,364
New +$1.69M 1.05% 23

Other funds holding IJR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthShield's IJR Position: Q4 2017 in Review

WealthShield opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q4 2017: 22,364 shares worth $1.73M. The stake represents 1.05% of the portfolio and ranks #23 among its holdings.

1,114 funds tracked by Wall St. Rank hold IJR as of Q4 2017.

  • WealthShield held 22,364 shares of iShares Core S&P Small-Cap ETF worth $1.73M as of Q4 2017.
  • iShares Core S&P Small-Cap ETF was a new WealthShield position in Q4 2017.
  • iShares Core S&P Small-Cap ETF made up 1.05% of WealthShield's portfolio in Q4 2017, its #23 holding.
  • 1,114 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.