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

Yellowstone 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
2017
Q4 		$2.4M Buy
+31,239
New +$2.35M 1.36% 21

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

Yellowstone Partners's IJR Position: Q4 2017 in Review

Yellowstone Partners opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q4 2017: 31,239 shares worth $2.4M. The stake represents 1.36% of the portfolio and ranks #21 among its holdings.

1,113 funds tracked by Wall St. Rank hold IJR as of Q4 2017.

  • Yellowstone Partners held 31,239 shares of iShares Core S&P Small-Cap ETF worth $2.4M as of Q4 2017.
  • iShares Core S&P Small-Cap ETF was a new Yellowstone Partners position in Q4 2017.
  • iShares Core S&P Small-Cap ETF made up 1.36% of Yellowstone Partners's portfolio in Q4 2017, its #21 holding.
  • 1,113 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.