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Divergent Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Divergent Wealth Advisors’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 		– Sell
-378
Closed -$31K – 81
2018
Q3 		$31K Sell
378
-162
-30% -$13.7K 0.01% 84
2018
Q2 		$44K Hold
540
– – 0.02% 67
2018
Q1 		$41K Buy
+540
New +$41.5K 0.02% 71

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Divergent Wealth Advisors's IJS Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2018, closing a stake of 378 shares — an estimated $31K sold.

Divergent Wealth Advisors first reported a position in IJS in Q1 2018 and held it in 3 quarters. The position peaked at $44K in Q2 2018. 468 funds tracked by Wall St. Rank hold IJS as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 378 iShares S&P Small-Cap 600 Value ETF shares in Q4 2018, an estimated $31K.
  • Divergent Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $44K in Q2 2018.
  • 468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.