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

Frontier 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
2020
Q1 		– Sell
-2,618
Closed -$210K – 317
2019
Q4 		$210K Sell
2,618
-5,600
-68% -$434K 0.03% 277
2019
Q3 		$617K Buy
8,218
+2
+0% +$147 0.09% 168
2019
Q2 		$611K Sell
8,216
-196
-2% -$14.5K 0.09% 169
2019
Q1 		$621K Sell
8,412
-194
-2% -$14.3K 0.08% 191
2018
Q4 		$567K Buy
8,606
+12
+0.1% +$891 0.09% 191
2018
Q3 		$717K Sell
8,594
-334
-4% -$28.2K 0.07% 179
2018
Q2 		$729K Hold
8,928
– – 0.1% 170
2018
Q1 		$673K Buy
8,928
+562
+7% +$43.2K 0.09% 184
2017
Q4 		$642K Sell
8,366
-548
-6% -$41.3K 0.1% 175
2017
Q3 		$661K Buy
8,914
+328
+4% +$22.9K 0.1% 191
2017
Q2 		$600K Buy
8,586
+550
+7% +$38K 0.09% 195
2017
Q1 		$557K Buy
+8,036
New +$559K 0.09% 212

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Frontier Wealth Management's IJS Position: Q1 2020 in Review

Frontier Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2020, closing a stake of 2,618 shares — an estimated $210K sold.

Frontier Wealth Management first reported a position in IJS in Q1 2017 and held it in 12 quarters. The position peaked at $729K in Q2 2018. 482 funds tracked by Wall St. Rank hold IJS as of Q1 2020.

  • Frontier Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Frontier Wealth Management sold 2,618 iShares S&P Small-Cap 600 Value ETF shares in Q1 2020, an estimated $210K.
  • Frontier Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2017 and held it in 12 quarters.
  • Frontier Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $729K in Q2 2018.
  • 482 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2020.

Based on Frontier Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.