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

YorkBridge Wealth 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
2019 Q3	–	Sell	-202	Closed	-$16K	–	398
2019 Q2	$16K	Hold	202	–	–	0.01%	499
2019 Q1	$16K	Buy	202 +15	+8%	+$1.15K	0.01%	494
2018 Q4	$13K	Hold	187	–	–	0.01%	539
2018 Q3	$16K	Buy	187 +90	+93%	+$7.88K	0.01%	560
2018 Q2	$8K	Hold	97	–	–	﹤0.01%	635
2018 Q1	$8K	Sell	97 -319	-77%	-$24.8K	﹤0.01%	642
2017 Q4	$31K	Buy	416 +319	+329%	+$24K	0.02%	426
2017 Q3	$7K	Hold	97	–	–	﹤0.01%	675
2017 Q2	$7K	Hold	97	–	–	﹤0.01%	676
2017 Q1	$7K	Buy	+97	New	+$6.69K	﹤0.01%	652

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

YorkBridge Wealth Partners's IJR Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2019, closing a stake of 202 shares — an estimated $16K sold.

YorkBridge Wealth Partners first reported a position in IJR in Q1 2017 and held it in 10 quarters. The position peaked at $31K in Q4 2017. 1,331 funds tracked by Wall St. Rank hold IJR as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 202 iShares Core S&P Small-Cap ETF shares in Q3 2019, an estimated $16K.
YorkBridge Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2017 and held it in 10 quarters.
YorkBridge Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $31K in Q4 2017.
1,331 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.