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Woodard & Company Asset Management Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Woodard & Company Asset Management Group’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
2018
Q4 		– Sell
-350
Closed -$31K – 116
2018
Q3 		$31K Hold
350
– – 0.03% 109
2018
Q2 		$29.2K Hold
350
– – 0.03% 105
2018
Q1 		$27K Hold
350
– – 0.03% 108
2017
Q4 		$27K Buy
+350
New +$26.4K 0.02% 126

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Woodard & Company Asset Management Group's IJR Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2018, closing a stake of 350 shares — an estimated $31K sold.

Woodard & Company Asset Management Group first reported a position in IJR in Q4 2017 and held it in 4 quarters. The position peaked at $31K in Q3 2018. 1,306 funds tracked by Wall St. Rank hold IJR as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 350 iShares Core S&P Small-Cap ETF shares in Q4 2018, an estimated $31K.
  • Woodard & Company Asset Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and held it in 4 quarters.
  • Woodard & Company Asset Management Group's iShares Core S&P Small-Cap ETF position peaked at $31K in Q3 2018.
  • 1,306 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.