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Benjamin Edwards Inc’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Benjamin Edwards Inc’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
2020
Q2 		– Sell
-48
Closed -$2K – 380
2020
Q1 		$2K Buy
+48
New +$3.33K ﹤0.01% 352
2019
Q4 		– Sell
-1,612
Closed -$121K – 294
2019
Q3 		$121K Sell
1,612
-1,106
-41% -$81.3K 0.26% 82
2019
Q2 		$202K Buy
2,718
+230
+9% +$17.1K 0.49% 45
2019
Q1 		$184K Buy
+2,488
New +$184K 0.88% 20

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Benjamin Edwards Inc's IJS Position: Q2 2020 in Review

Benjamin Edwards Inc sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2020, closing a stake of 48 shares — an estimated $2K sold.

Benjamin Edwards Inc first reported a position in IJS in Q1 2019 and held it in 4 quarters. The position peaked at $202K in Q2 2019. 472 funds tracked by Wall St. Rank hold IJS as of Q2 2020.

  • Benjamin Edwards Inc reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2020 after selling out during the quarter.
  • Benjamin Edwards Inc sold 48 iShares S&P Small-Cap 600 Value ETF shares in Q2 2020, an estimated $2K.
  • Benjamin Edwards Inc first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2019 and held it in 4 quarters.
  • Benjamin Edwards Inc's iShares S&P Small-Cap 600 Value ETF position peaked at $202K in Q2 2019.
  • 472 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2020.

Based on Benjamin Edwards Inc's 13F filing for Q2 2020, filed 14 Aug 2020.