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

BlueSky 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
2020 Q1	–	Sell	-7,314	Closed	-$581K	–	56
2019 Q4	$581K	Sell	7,314 -22	-0.3%	-$1.71K	0.19%	45
2019 Q3	$530K	Hold	7,336	–	–	0.18%	46
2019 Q2	$545K	Sell	7,336 -286	-4%	-$21.2K	0.19%	44
2019 Q1	$572K	Buy	7,622 +272	+4%	+$20.1K	0.21%	42
2018 Q4	$527K	Buy	7,350 +1,472	+25%	+$109K	0.21%	43
2018 Q3	$475K	Buy	5,878 +148	+3%	+$12.5K	0.18%	39
2018 Q2	$468K	Sell	5,730 -1,758	-23%	-$141K	0.18%	40
2018 Q1	$565K	Buy	7,488 +1,142	+18%	+$87.8K	0.22%	35
2017 Q4	$487K	Sell	6,346 -1,018	-14%	-$76.7K	0.2%	39
2017 Q3	$546K	Hold	7,364	–	–	0.24%	37
2017 Q2	$515K	Hold	7,364	–	–	0.24%	37
2017 Q1	$511K	Sell	7,364 -272	-4%	-$18.9K	0.24%	38
2016 Q4	$535K	Buy	+7,636	New	+$500K	0.26%	38

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UCFA

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

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

BlueSky Wealth Advisors's IJS Position: Q1 2020 in Review

BlueSky Wealth Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2020, closing a stake of 7,314 shares — an estimated $581K sold.

BlueSky Wealth Advisors first reported a position in IJS in Q4 2016 and held it in 13 quarters. The position peaked at $581K in Q4 2019. 482 funds tracked by Wall St. Rank hold IJS as of Q1 2020.

BlueSky Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2020 after selling out during the quarter.
BlueSky Wealth Advisors sold 7,314 iShares S&P Small-Cap 600 Value ETF shares in Q1 2020, an estimated $581K.
BlueSky Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2016 and held it in 13 quarters.
BlueSky Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $581K in Q4 2019.
482 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2020.

Based on BlueSky Wealth Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.