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

Wechter Feldman 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
2017
Q2 		– Sell
-3,580
Closed -$248K – 30
2017
Q1 		$248K Sell
3,580
-12,024
-77% -$829K 0.17% 31
2016
Q4 		$1.07M Buy
+15,604
New +$1.01M 0.7% 17

Other funds holding IJR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wechter Feldman Wealth Management's IJR Position: Q2 2017 in Review

Wechter Feldman Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2017, closing a stake of 3,580 shares — an estimated $248K sold.

Wechter Feldman Wealth Management first reported a position in IJR in Q4 2016 and held it in 2 quarters. The position peaked at $1.07M in Q4 2016. 918 funds tracked by Wall St. Rank hold IJR as of Q2 2017.

  • Wechter Feldman Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Wechter Feldman Wealth Management sold 3,580 iShares Core S&P Small-Cap ETF shares in Q2 2017, an estimated $248K.
  • Wechter Feldman Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and held it in 2 quarters.
  • Wechter Feldman Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $1.07M in Q4 2016.
  • 918 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2017.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2017, filed 7 Aug 2017.