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Wellesley Investment Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wellesley Investment Partners’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
2016
Q1 		– Sell
-12,320
Closed -$678K – 92
2015
Q4 		$678K Buy
+12,320
New +$694K 0.47% 29

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
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Wellesley Investment Partners's IJR Position: Q1 2016 in Review

Wellesley Investment Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2016, closing a stake of 12,320 shares — an estimated $678K sold.

Wellesley Investment Partners first reported a position in IJR in Q4 2015 and held it in 1 quarter. The position peaked at $678K in Q4 2015. 682 funds tracked by Wall St. Rank hold IJR as of Q1 2016.

  • Wellesley Investment Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2016 after selling out during the quarter.
  • Wellesley Investment Partners sold 12,320 iShares Core S&P Small-Cap ETF shares in Q1 2016, an estimated $678K.
  • Wellesley Investment Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and held it in 1 quarter.
  • Wellesley Investment Partners's iShares Core S&P Small-Cap ETF position peaked at $678K in Q4 2015.
  • 682 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2016.

Based on Wellesley Investment Partners's 13F filing for Q1 2016, filed 11 May 2016.