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

Forward 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
2017
Q3 		– Sell
-8
Closed -$1K – 218
2017
Q2 		$1K Buy
+8
New +$553 ﹤0.01% 207
2015
Q1 		– Sell
-3,994
Closed -$236K – 394
2014
Q4 		$236K Buy
+3,994
New +$225K 0.01% 297

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Forward Management's IJS Position: Q3 2017 in Review

Forward Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2017, closing a stake of 8 shares — an estimated $1K sold.

Forward Management first reported a position in IJS in Q4 2014 and held it in 2 quarters. The position peaked at $236K in Q4 2014. 366 funds tracked by Wall St. Rank hold IJS as of Q3 2017.

  • Forward Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2017 after selling out during the quarter.
  • Forward Management sold 8 iShares S&P Small-Cap 600 Value ETF shares in Q3 2017, an estimated $1K.
  • Forward Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2014 and held it in 2 quarters.
  • Forward Management's iShares S&P Small-Cap 600 Value ETF position peaked at $236K in Q4 2014.
  • 366 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2017.

Based on Forward Management's 13F filing for Q3 2017, filed 2 Nov 2017.