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

Executive 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
2019
Q3 		– Sell
-472
Closed -$35K – 440
2019
Q2 		$35K Buy
472
+2
+0.4% +$148 0.01% 363
2019
Q1 		$35K Sell
470
-598
-56% -$44.2K 0.01% 325
2018
Q4 		$71K Buy
+1,068
New +$79.3K 0.01% 233

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Executive Wealth Management's IJS Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2019, closing a stake of 472 shares — an estimated $35K sold.

Executive Wealth Management first reported a position in IJS in Q4 2018 and held it in 3 quarters. The position peaked at $71K in Q4 2018. 496 funds tracked by Wall St. Rank hold IJS as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 472 iShares S&P Small-Cap 600 Value ETF shares in Q3 2019, an estimated $35K.
  • Executive Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $71K in Q4 2018.
  • 496 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.