WESPAC Advisors SoCal’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

WESPAC Advisors SoCal’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 Q2	–	Sell	-880	Closed	-$67K	–	181
2019 Q1	$67K	Buy	+880	New	+$67.6K	0.04%	110
2018 Q4	–	Hold	0	–	–	–	96
2018 Q3	–	Hold	0	–	–	–	108
2018 Q2	–	Sell	-610	Closed	-$46K	–	165
2018 Q1	$46K	Buy	610 +310	+103%	+$24.1K	0.03%	119
2017 Q4	$23K	Buy	+300	New	+$22.6K	0.01%	153
2017 Q1	–	Sell	-890	Closed	-$61.2K	–	253
2016 Q4	$61.2K	Buy	+890	New	+$57.4K	0.04%	111

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

RJA

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

WESPAC Advisors SoCal's IJR Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2019, closing a stake of 880 shares — an estimated $67K sold.

WESPAC Advisors SoCal first reported a position in IJR in Q4 2016 and held it in 4 quarters. The position peaked at $67K in Q1 2019. 1,332 funds tracked by Wall St. Rank hold IJR as of Q2 2019.

WESPAC Advisors SoCal reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 880 iShares Core S&P Small-Cap ETF shares in Q2 2019, an estimated $67K.
WESPAC Advisors SoCal first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and held it in 4 quarters.
WESPAC Advisors SoCal's iShares Core S&P Small-Cap ETF position peaked at $67K in Q1 2019.
1,332 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.