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Epstein & White Financial’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Epstein & White Financial’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
-9,018
Closed -$771K – 89
2018
Q3 		$771K Sell
9,018
-30,338
-77% -$2.56M 0.51% 20
2018
Q2 		$3.11M Buy
39,356
+35,594
+946% +$2.85M 2.31% 5
2018
Q1 		$280K Sell
3,762
-23,632
-86% -$1.82M 0.18% 87
2017
Q4 		$2.16M Buy
+27,394
New +$2.06M 1.25% 20

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Epstein & White Financial's IJS Position: Q4 2018 in Review

Epstein & White Financial sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2018, closing a stake of 9,018 shares — an estimated $771K sold.

Epstein & White Financial first reported a position in IJS in Q4 2017 and held it in 4 quarters. The position peaked at $3.11M in Q2 2018. 469 funds tracked by Wall St. Rank hold IJS as of Q4 2018.

  • Epstein & White Financial reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Epstein & White Financial sold 9,018 iShares S&P Small-Cap 600 Value ETF shares in Q4 2018, an estimated $771K.
  • Epstein & White Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and held it in 4 quarters.
  • Epstein & White Financial's iShares S&P Small-Cap 600 Value ETF position peaked at $3.11M in Q2 2018.
  • 469 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2018.

Based on Epstein & White Financial's 13F filing for Q4 2018, filed 5 Feb 2019.