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

Contravisory 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
2020
Q1 		– Sell
-272
Closed -$22K – 300
2019
Q4 		$22K Hold
272
– – 0.01% 234
2019
Q3 		$20K Buy
+272
New +$20K 0.01% 241
2018
Q3 		– Sell
-1,122
Closed -$92K – 329
2018
Q2 		$92K Hold
1,122
– – 0.03% 198
2018
Q1 		$85K Buy
1,122
+210
+23% +$16.1K 0.03% 197
2017
Q4 		$70K Buy
912
+122
+15% +$9.19K 0.03% 197
2017
Q3 		$59K Buy
+790
New +$55.1K 0.02% 197

Other funds holding IJS

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Morgan Stanley
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PNC Financial Services Group
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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return