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D'Orazio & Associates’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

D'Orazio & Associates’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
Q1 		– Sell
-362
Closed -$24K – 357
2018
Q4 		$24K Buy
+362
New +$26.9K 0.01% 164
2016
Q4 		– Sell
-26
Closed -$1K – 277
2016
Q3 		$1K Hold
26
– – ﹤0.01% 270
2016
Q2 		$2K Hold
26
– – ﹤0.01% 269
2016
Q1 		$1K Buy
+26
New +$1.35K ﹤0.01% 280

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

D'Orazio & Associates's IJS Position: Q1 2019 in Review

D'Orazio & Associates sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2019, closing a stake of 362 shares — an estimated $24K sold.

D'Orazio & Associates first reported a position in IJS in Q1 2016 and held it in 4 quarters. The position peaked at $24K in Q4 2018. 497 funds tracked by Wall St. Rank hold IJS as of Q1 2019.

  • D'Orazio & Associates reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2019 after selling out during the quarter.
  • D'Orazio & Associates sold 362 iShares S&P Small-Cap 600 Value ETF shares in Q1 2019, an estimated $24K.
  • D'Orazio & Associates first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2016 and held it in 4 quarters.
  • D'Orazio & Associates's iShares S&P Small-Cap 600 Value ETF position peaked at $24K in Q4 2018.
  • 497 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2019.

Based on D'Orazio & Associates's 13F filing for Q1 2019, filed 1 May 2019.