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

WESPAC Advisors’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
2014
Q2 		– Sell
-16,060
Closed -$884K – 122
2014
Q1 		$884K Sell
16,060
-270
-2% -$14.6K 0.77% 57
2013
Q4 		$891K Buy
16,330
+880
+6% +$46K 0.74% 53
2013
Q3 		$771K Buy
15,450
+5,640
+57% +$272K 0.9% 42
2013
Q2 		$443K Buy
+9,810
New +$434K 0.67% 61

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WESPAC Advisors's IJR Position: Q2 2014 in Review

WESPAC Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2014, closing a stake of 16,060 shares — an estimated $884K sold.

WESPAC Advisors first reported a position in IJR in Q2 2013 and held it in 4 quarters. The position peaked at $891K in Q4 2013. 519 funds tracked by Wall St. Rank hold IJR as of Q2 2014.

  • WESPAC Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2014 after selling out during the quarter.
  • WESPAC Advisors sold 16,060 iShares Core S&P Small-Cap ETF shares in Q2 2014, an estimated $884K.
  • WESPAC Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and held it in 4 quarters.
  • WESPAC Advisors's iShares Core S&P Small-Cap ETF position peaked at $891K in Q4 2013.
  • 519 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2014.

Based on WESPAC Advisors's 13F filing for Q2 2014, filed 31 Jul 2014.