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

Evercore 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
2018 Q1	–	Sell	-816	Closed	-$63K	–	559
2017 Q4	$63K	Hold	816	–	–	﹤0.01%	546
2017 Q3	$61K	Hold	816	–	–	﹤0.01%	546
2017 Q2	$57K	Hold	816	–	–	﹤0.01%	561
2017 Q1	$57K	Hold	816	–	–	﹤0.01%	576
2016 Q4	$57K	Hold	816	–	–	﹤0.01%	582
2016 Q3	$51K	Hold	816	–	–	﹤0.01%	593
2016 Q2	$48K	Hold	816	–	–	﹤0.01%	588
2016 Q1	$46K	Hold	816	–	–	﹤0.01%	582
2015 Q4	$44K	Hold	816	–	–	﹤0.01%	616
2015 Q3	$43K	Hold	816	–	–	﹤0.01%	608
2015 Q2	$48K	Hold	816	–	–	﹤0.01%	641
2015 Q1	$49K	Buy	+816	New	+$47.4K	﹤0.01%	630
2014 Q4	–	Sell	-800	Closed	-$42K	–	919
2014 Q3	$42K	Hold	800	–	–	﹤0.01%	639
2014 Q2	$46K	Sell	800 -3,712	-82%	-$208K	﹤0.01%	623
2014 Q1	$256K	Buy	4,512 +1,120	+33%	+$61.9K	0.01%	341
2013 Q4	$190K	Hold	3,392	–	–	0.01%	372
2013 Q3	$172K	Hold	3,392	–	–	0.01%	410
2013 Q2	$158K	Buy	+3,392	New	+$156K	0.01%	428

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Evercore Wealth Management's IJS Position: Q1 2018 in Review

Evercore Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2018, closing a stake of 816 shares — an estimated $63K sold.

Evercore Wealth Management first reported a position in IJS in Q2 2013 and held it in 18 quarters. The position peaked at $256K in Q1 2014. 437 funds tracked by Wall St. Rank hold IJS as of Q1 2018.

Evercore Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 816 iShares S&P Small-Cap 600 Value ETF shares in Q1 2018, an estimated $63K.
Evercore Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and held it in 18 quarters.
Evercore Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $256K in Q1 2014.
437 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.