CCIM
IJS icon

Chapwood Capital Investment Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Chapwood Capital Investment Management’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
2019
Q4 		$6.96M Buy
+86,602
New +$6.71M 7% 3

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Chapwood Capital Investment Management's IJS Position: Q4 2019 in Review

Chapwood Capital Investment Management opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2019: 86,602 shares worth $6.96M. The stake represents 7% of the portfolio and ranks #3 among its holdings.

559 funds tracked by Wall St. Rank hold IJS as of Q4 2019.

  • Chapwood Capital Investment Management held 86,602 shares of iShares S&P Small-Cap 600 Value ETF worth $6.96M as of Q4 2019.
  • iShares S&P Small-Cap 600 Value ETF was a new Chapwood Capital Investment Management position in Q4 2019.
  • iShares S&P Small-Cap 600 Value ETF made up 7% of Chapwood Capital Investment Management's portfolio in Q4 2019, its #3 holding.
  • 559 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2019.

Based on Chapwood Capital Investment Management's 13F filing for Q4 2019, filed 21 Jan 2020.