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

Edge Wealth 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
-180
Closed -$15K – 650
2019
Q4 		$15K Hold
180
– – ﹤0.01% 373
2019
Q3 		$13K Buy
+180
New +$13.2K ﹤0.01% 379

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Fidelity Investments
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Edge Wealth Management's IJS Position: Q1 2020 in Review

Edge Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2020, closing a stake of 180 shares — an estimated $15K sold.

Edge Wealth Management first reported a position in IJS in Q3 2019 and held it in 2 quarters. The position peaked at $15K in Q4 2019. 481 funds tracked by Wall St. Rank hold IJS as of Q1 2020.

  • Edge Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Edge Wealth Management sold 180 iShares S&P Small-Cap 600 Value ETF shares in Q1 2020, an estimated $15K.
  • Edge Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2019 and held it in 2 quarters.
  • Edge Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $15K in Q4 2019.
  • 481 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2020.

Based on Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.