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Acorn Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Acorn Wealth Advisors’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-432
Closed -$36K – 277
2018
Q2 		$36K Hold
432
– – 0.03% 318
2018
Q1 		$33K Hold
432
– – 0.03% 327
2017
Q4 		$34K Buy
+432
New +$32.5K 0.03% 307

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Acorn Wealth Advisors's IJS Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2018, closing a stake of 432 shares — an estimated $36K sold.

Acorn Wealth Advisors first reported a position in IJS in Q4 2017 and held it in 3 quarters. The position peaked at $36K in Q2 2018. 466 funds tracked by Wall St. Rank hold IJS as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 432 iShares S&P Small-Cap 600 Value ETF shares in Q3 2018, an estimated $36K.
  • Acorn Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $36K in Q2 2018.
  • 466 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.