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

Berman Capital 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
2020 Q2	–	Sell	-11,214	Closed	-$560K	–	1699
2020 Q1	$560K	Sell	11,214 -13,772	-55%	-$955K	0.18%	62
2019 Q4	$2.01M	Buy	24,986 +10	+0%	+$775	0.58%	25
2019 Q3	$1.88M	Sell	24,976 -300	-1%	-$22K	0.58%	25
2019 Q2	$1.88M	Buy	25,276 +6	+0%	+$445	0.6%	24
2019 Q1	$1.86M	Buy	25,270 +6	+0%	+$443	0.62%	22
2018 Q4	$1.67M	Buy	+25,264	New	+$1.88M	0.65%	22

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Berman Capital Advisors's IJS Position: Q2 2020 in Review

Berman Capital Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2020, closing a stake of 11,214 shares — an estimated $560K sold.

Berman Capital Advisors first reported a position in IJS in Q4 2018 and held it in 6 quarters. The position peaked at $2.01M in Q4 2019. 472 funds tracked by Wall St. Rank hold IJS as of Q2 2020.

Berman Capital Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2020 after selling out during the quarter.
Berman Capital Advisors sold 11,214 iShares S&P Small-Cap 600 Value ETF shares in Q2 2020, an estimated $560K.
Berman Capital Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and held it in 6 quarters.
Berman Capital Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $2.01M in Q4 2019.
472 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.