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

Freedom Investment 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
-11,552
Closed -$887K – 1161
2017
Q4 		$887K Sell
11,552
-1,030
-8% -$77.6K 0.05% 404
2017
Q3 		$933K Buy
12,582
+610
+5% +$42.5K 0.05% 360
2017
Q2 		$837K Sell
11,972
-832
-6% -$57.5K 0.05% 382
2017
Q1 		$888K Buy
12,804
+172
+1% +$12K 0.05% 339
2016
Q4 		$884K Sell
12,632
-22
-0.2% -$1.44K 0.06% 282
2016
Q3 		$790K Buy
12,654
+114
+0.9% +$6.99K 0.05% 311
2016
Q2 		$733K Buy
12,540
+776
+7% +$44.5K 0.05% 303
2016
Q1 		$667K Sell
11,764
-510
-4% -$26.5K 0.05% 311
2015
Q4 		$664K Sell
12,274
-8,708
-42% -$483K 0.05% 309
2015
Q3 		$640K Buy
20,982
+11,818
+129% +$656K 0.07% 261
2015
Q2 		$540K Buy
9,164
+320
+4% +$19K 0.06% 316
2015
Q1 		$526K Sell
8,844
-164
-2% -$9.54K 0.06% 284
2014
Q4 		$531K Sell
9,008
-994
-10% -$56.1K 0.07% 270
2014
Q3 		$537K Buy
10,002
+864
+9% +$48.6K 0.09% 223
2014
Q2 		$527K Sell
9,138
-134
-1% -$7.5K 0.09% 221
2014
Q1 		$526K Buy
9,272
+256
+3% +$14.1K 0.11% 178
2013
Q4 		$502K Sell
9,016
-92
-1% -$4.91K 0.12% 158
2013
Q3 		$465K Buy
9,108
+218
+2% +$10.8K 0.13% 134
2013
Q2 		$415K Buy
+8,890
New +$408K 0.14% 124

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Freedom Investment Management's IJS Position: Q1 2018 in Review

Freedom Investment Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2018, closing a stake of 11,552 shares — an estimated $887K sold.

Freedom Investment Management first reported a position in IJS in Q2 2013 and held it in 19 quarters. The position peaked at $933K in Q3 2017. 437 funds tracked by Wall St. Rank hold IJS as of Q1 2018.

  • Freedom Investment Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2018 after selling out during the quarter.
  • Freedom Investment Management sold 11,552 iShares S&P Small-Cap 600 Value ETF shares in Q1 2018, an estimated $887K.
  • Freedom Investment Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and held it in 19 quarters.
  • Freedom Investment Management's iShares S&P Small-Cap 600 Value ETF position peaked at $933K in Q3 2017.
  • 437 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2018.

Based on Freedom Investment Management's 13F filing for Q1 2018, filed 6 Apr 2018.