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

Burt 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
2018
Q4 		– Sell
-2,382
Closed -$199K – 371
2018
Q3 		$199K Hold
2,382
– – 0.09% 85
2018
Q2 		$195K Hold
2,382
– – 0.09% 76
2018
Q1 		$180K Hold
2,382
– – 0.09% 82
2017
Q4 		$183K Hold
2,382
– – 0.11% 81
2017
Q3 		$177K Buy
+2,382
New +$166K 0.12% 78

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Burt Wealth Advisors's IJS Position: Q4 2018 in Review

Burt Wealth Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2018, closing a stake of 2,382 shares — an estimated $199K sold.

Burt Wealth Advisors first reported a position in IJS in Q3 2017 and held it in 5 quarters. The position peaked at $199K in Q3 2018. 468 funds tracked by Wall St. Rank hold IJS as of Q4 2018.

  • Burt Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Burt Wealth Advisors sold 2,382 iShares S&P Small-Cap 600 Value ETF shares in Q4 2018, an estimated $199K.
  • Burt Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2017 and held it in 5 quarters.
  • Burt Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $199K in Q3 2018.
  • 468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.