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

Efficient 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
2016
Q3 		– Sell
-32,582
Closed -$1.9M – 76
2016
Q2 		$1.9M Buy
32,582
+438
+1% +$25.1K 0.3% 36
2016
Q1 		$1.82M Buy
32,144
+5,602
+21% +$291K 0.33% 32
2015
Q4 		$1.44M Buy
26,542
+5,590
+27% +$310K 0.31% 22
2015
Q3 		$1.1M Buy
20,952
+5,372
+34% +$298K 0.25% 26
2015
Q2 		$917K Buy
+15,580
New +$926K 0.19% 30

Other funds holding IJS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Efficient Advisors's IJS Position: Q3 2016 in Review

Efficient Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2016, closing a stake of 32,582 shares — an estimated $1.9M sold.

Efficient Advisors first reported a position in IJS in Q2 2015 and held it in 5 quarters. The position peaked at $1.9M in Q2 2016. 332 funds tracked by Wall St. Rank hold IJS as of Q3 2016.

  • Efficient Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2016 after selling out during the quarter.
  • Efficient Advisors sold 32,582 iShares S&P Small-Cap 600 Value ETF shares in Q3 2016, an estimated $1.9M.
  • Efficient Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2015 and held it in 5 quarters.
  • Efficient Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $1.9M in Q2 2016.
  • 332 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2016.

Based on Efficient Advisors's 13F filing for Q3 2016, filed 22 Nov 2016.