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

Fusion Investment Group’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
Q2 		– Sell
-274
Closed -$16K – 233
2014
Q1 		$16K Hold
274
– – 0.02% 171
2013
Q4 		$15K Buy
+274
New +$14.6K 0.01% 192

Other funds holding IJS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Fusion Investment Group's IJS Position: Q2 2014 in Review

Fusion Investment Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2014, closing a stake of 274 shares — an estimated $16K sold.

Fusion Investment Group first reported a position in IJS in Q4 2013 and held it in 2 quarters. The position peaked at $16K in Q1 2014. 231 funds tracked by Wall St. Rank hold IJS as of Q2 2014.

  • Fusion Investment Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2014 after selling out during the quarter.
  • Fusion Investment Group sold 274 iShares S&P Small-Cap 600 Value ETF shares in Q2 2014, an estimated $16K.
  • Fusion Investment Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2013 and held it in 2 quarters.
  • Fusion Investment Group's iShares S&P Small-Cap 600 Value ETF position peaked at $16K in Q1 2014.
  • 231 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2014.

Based on Fusion Investment Group's 13F filing for Q2 2014, filed 13 Aug 2014.