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

Beacon Pointe 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
2019 Q4	$1.43M	Buy	17,766 +264	+2%	+$20.5K	0.26%	82
2019 Q3	$1.31M	Sell	17,502 -182	-1%	-$13.4K	0.28%	78
2019 Q2	$1.31M	Buy	17,684 +58	+0.3%	+$4.3K	0.28%	78
2019 Q1	$1.3M	Buy	17,626 +2,986	+20%	+$221K	0.3%	72
2018 Q4	$965K	Buy	+14,640	New	+$1.09M	0.35%	72

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

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

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Beacon Pointe Wealth Advisors's IJS Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.5% in Q4 2019, buying an estimated $20.5K and bringing the position to 17,766 shares worth $1.43M. The position accounts for 0.26% of the portfolio, ranked #82.

Beacon Pointe Wealth Advisors first reported a position in IJS in Q4 2018 and has held it in 5 quarters since. 558 funds tracked by Wall St. Rank hold IJS as of Q4 2019.

Beacon Pointe Wealth Advisors held 17,766 shares of iShares S&P Small-Cap 600 Value ETF worth $1.43M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 264 iShares S&P Small-Cap 600 Value ETF shares in Q4 2019, an estimated $20.5K.
iShares S&P Small-Cap 600 Value ETF made up 0.26% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #82 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 5 quarters since.
558 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.