Claraphi Advisory Network’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Claraphi Advisory Network’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	-208	Closed	-$10K	–	716
2020 Q1	$10K	Buy	+208	New	+$14.4K	﹤0.01%	766
2019 Q4	–	Sell	-1,572	Closed	-$118K	–	298
2019 Q3	$118K	Buy	+1,572	New	+$116K	0.07%	234
2019 Q2	–	Sell	-2,866	Closed	-$211K	–	255
2019 Q1	$211K	Buy	+2,866	New	+$212K	0.13%	200

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 22.9% 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

Claraphi Advisory Network's IJS Position: Q2 2020 in Review

Claraphi Advisory Network sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2020, closing a stake of 208 shares — an estimated $10K sold.

Claraphi Advisory Network first reported a position in IJS in Q1 2019 and held it in 3 quarters. The position peaked at $211K in Q1 2019. 472 funds tracked by Wall St. Rank hold IJS as of Q2 2020.

Claraphi Advisory Network reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 208 iShares S&P Small-Cap 600 Value ETF shares in Q2 2020, an estimated $10K.
Claraphi Advisory Network first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2019 and held it in 3 quarters.
Claraphi Advisory Network's iShares S&P Small-Cap 600 Value ETF position peaked at $211K in Q1 2019.
472 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.