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Founders Bank & Trust’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Founders Bank & Trust’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 		$113K Hold
1,910
– – 0.06% 136
2014
Q3 		$102K Hold
1,910
– – 0.06% 138
2014
Q2 		$110K Hold
1,910
– – 0.06% 132
2014
Q1 		$108K Buy
1,910
+352
+23% +$19.5K 0.06% 118
2013
Q4 		$81K Buy
1,558
+592
+61% +$31.6K 0.05% 137
2013
Q3 		$49K Buy
966
+312
+48% +$15.5K 0.03% 154
2013
Q2 		$31K Buy
+654
New +$30K 0.02% 170

Other funds holding IJS

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Founders Bank & Trust's IJS Position: Q4 2014 in Review

Founders Bank & Trust held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q4 2014 at 1,910 shares worth $113K. The position accounts for 0.06% of the portfolio, ranked #136.

Founders Bank & Trust first reported a position in IJS in Q2 2013 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold IJS as of Q4 2014.

  • Founders Bank & Trust held 1,910 shares of iShares S&P Small-Cap 600 Value ETF worth $113K as of Q4 2014.
  • Founders Bank & Trust left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q4 2014.
  • iShares S&P Small-Cap 600 Value ETF made up 0.06% of Founders Bank & Trust's portfolio in Q4 2014, its #136 holding.
  • Founders Bank & Trust first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 7 quarters since.
  • 267 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.