Cedar Hill Associates’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Cedar Hill Associates’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	$2.95M	Sell	44,810 -32,920	-42%	-$2.44M	1.13%	37
2018 Q3	$6.49M	Sell	77,730 -4,000	-5%	-$338K	1.46%	29
2018 Q2	$6.67M	Sell	81,730 -16,470	-17%	-$1.32M	1.39%	26
2018 Q1	$7.41M	Sell	98,200 -10,060	-9%	-$774K	1.47%	26
2017 Q4	$8.31M	Buy	108,260 +20,150	+23%	+$1.52M	1.45%	26
2017 Q3	$6.53M	Buy	88,110 +10,710	+14%	+$747K	1.13%	39
2017 Q2	$5.41M	Buy	77,400 +21,580	+39%	+$1.49M	1.12%	42
2017 Q1	$3.87M	Buy	+55,820	New	+$3.89M	0.81%	45

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Cedar Hill Associates's IJS Position: Q4 2018 in Review

Cedar Hill Associates reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 42% in Q4 2018, selling an estimated $2.44M and leaving 44,810 shares worth $2.95M. The position accounts for 1.13% of the portfolio, ranked #37.

Cedar Hill Associates first reported a position in IJS in Q1 2017 and has held it in 8 quarters since. The position peaked at $8.31M in Q4 2017. 468 funds tracked by Wall St. Rank hold IJS as of Q4 2018.

Cedar Hill Associates held 44,810 shares of iShares S&P Small-Cap 600 Value ETF worth $2.95M as of Q4 2018.
Cedar Hill Associates sold 32,920 iShares S&P Small-Cap 600 Value ETF shares in Q4 2018, an estimated $2.44M.
iShares S&P Small-Cap 600 Value ETF made up 1.13% of Cedar Hill Associates's portfolio in Q4 2018, its #37 holding.
Cedar Hill Associates first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2017 and has held it in 8 quarters since.
Cedar Hill Associates's iShares S&P Small-Cap 600 Value ETF position peaked at $8.31M in Q4 2017.
468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2018.

Based on Cedar Hill Associates's 13F filing for Q4 2018, filed 13 Feb 2019.