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

Zeke Capital 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
2020 Q2	–	Sell	-3,730	Closed	-$209K	–	238
2020 Q1	$209K	Buy	+3,730	New	+$278K	0.06%	188
2019 Q1	–	Sell	-4,321	Closed	-$300K	–	571
2018 Q4	$300K	Buy	4,321 +1,413	+49%	+$109K	0.03%	434
2018 Q3	$254K	Buy	2,908 +459	+19%	+$40.2K	0.02%	551
2018 Q2	$204K	Buy	+2,449	New	+$200K	0.02%	559

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCAS

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zeke Capital Advisors's IJR Position: Q2 2020 in Review

Zeke Capital Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2020, closing a stake of 3,730 shares — an estimated $209K sold.

Zeke Capital Advisors first reported a position in IJR in Q2 2018 and held it in 4 quarters. The position peaked at $300K in Q4 2018. 1,439 funds tracked by Wall St. Rank hold IJR as of Q2 2020.

Zeke Capital Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
Zeke Capital Advisors sold 3,730 iShares Core S&P Small-Cap ETF shares in Q2 2020, an estimated $209K.
Zeke Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and held it in 4 quarters.
Zeke Capital Advisors's iShares Core S&P Small-Cap ETF position peaked at $300K in Q4 2018.
1,439 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2020.

Based on Zeke Capital Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.