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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Contravisory Investment Management's IJS Position: Q1 2020 in Review

Contravisory Investment Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2020, closing a stake of 272 shares — an estimated $22K sold.

Contravisory Investment Management first reported a position in IJS in Q3 2017 and held it in 6 quarters. The position peaked at $92K in Q2 2018. 481 funds tracked by Wall St. Rank hold IJS as of Q1 2020.

Contravisory Investment Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2020 after selling out during the quarter.
Contravisory Investment Management sold 272 iShares S&P Small-Cap 600 Value ETF shares in Q1 2020, an estimated $22K.
Contravisory Investment Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2017 and held it in 6 quarters.
Contravisory Investment Management's iShares S&P Small-Cap 600 Value ETF position peaked at $92K in Q2 2018.
481 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2020.

Based on Contravisory Investment Management's 13F filing for Q1 2020, filed 9 Apr 2020.