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

Elite 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
2014
Q4 		– Sell
-368
Closed -$20K – 235
2014
Q3 		$20K Hold
368
– – 0.02% 195
2014
Q2 		$21K Hold
368
– – 0.02% 174
2014
Q1 		$21K Hold
368
– – 0.02% 190
2013
Q4 		$20K Hold
368
– – 0.01% 269
2013
Q3 		$19K Buy
+368
New +$18.3K 0.02% 250

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
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Elite Wealth Management's IJS Position: Q4 2014 in Review

Elite Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2014, closing a stake of 368 shares — an estimated $20K sold.

Elite Wealth Management first reported a position in IJS in Q3 2013 and held it in 5 quarters. The position peaked at $21K in Q2 2014. 266 funds tracked by Wall St. Rank hold IJS as of Q4 2014.

  • Elite Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 368 iShares S&P Small-Cap 600 Value ETF shares in Q4 2014, an estimated $20K.
  • Elite Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2013 and held it in 5 quarters.
  • Elite Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $21K in Q2 2014.
  • 266 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.