Avantax Planning Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-1,996	Closed	-$167K	–	718
2018 Q3	$167K	Buy	+1,996	New	+$169K	0.01%	260
2018 Q2	–	Sell	-1,996	Closed	-$151K	–	814
2018 Q1	$151K	Buy	+1,996	New	+$154K	0.01%	338
2017 Q4	–	Sell	-4,500	Closed	-$334K	–	332
2017 Q3	$334K	Hold	4,500	–	–	0.03%	255
2017 Q2	$315K	Sell	4,500 -130	-3%	-$8.98K	0.03%	245
2017 Q1	$321K	Hold	4,630	–	–	0.03%	234
2016 Q4	$324K	Buy	+4,630	New	+$303K	0.03%	219

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Avantax Planning Partners's IJS Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2018, closing a stake of 1,996 shares — an estimated $167K sold.

Avantax Planning Partners first reported a position in IJS in Q4 2016 and held it in 6 quarters. The position peaked at $334K in Q3 2017. 468 funds tracked by Wall St. Rank hold IJS as of Q4 2018.

Avantax Planning Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 1,996 iShares S&P Small-Cap 600 Value ETF shares in Q4 2018, an estimated $167K.
Avantax Planning Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2016 and held it in 6 quarters.
Avantax Planning Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $334K in Q3 2017.
468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.