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

Weatherstone Capital 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
2019
Q1 		– Sell
-5,324
Closed -$464K – 114
2018
Q4 		$464K Buy
+5,324
New +$411K 0.11% 102

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Weatherstone Capital Management's IJR Position: Q1 2019 in Review

Weatherstone Capital Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2019, closing a stake of 5,324 shares — an estimated $464K sold.

Weatherstone Capital Management first reported a position in IJR in Q4 2018 and held it in 1 quarter. The position peaked at $464K in Q4 2018. 1,346 funds tracked by Wall St. Rank hold IJR as of Q1 2019.

  • Weatherstone Capital Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Weatherstone Capital Management sold 5,324 iShares Core S&P Small-Cap ETF shares in Q1 2019, an estimated $464K.
  • Weatherstone Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and held it in 1 quarter.
  • Weatherstone Capital Management's iShares Core S&P Small-Cap ETF position peaked at $464K in Q4 2018.
  • 1,346 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.