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

Gainplan’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
Q3 		– Sell
-151,600
Closed -$12.4M – 25
2018
Q2 		$12.4M Buy
+151,600
New +$12.1M 8.96% 3

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Gainplan's IJS Position: Q3 2018 in Review

Gainplan sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2018, closing a stake of 151,600 shares — an estimated $12.4M sold.

Gainplan first reported a position in IJS in Q2 2018 and held it in 1 quarter. The position peaked at $12.4M in Q2 2018. 465 funds tracked by Wall St. Rank hold IJS as of Q3 2018.

  • Gainplan reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2018 after selling out during the quarter.
  • Gainplan sold 151,600 iShares S&P Small-Cap 600 Value ETF shares in Q3 2018, an estimated $12.4M.
  • Gainplan first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2018 and held it in 1 quarter.
  • Gainplan's iShares S&P Small-Cap 600 Value ETF position peaked at $12.4M in Q2 2018.
  • 465 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2018.

Based on Gainplan's 13F filing for Q3 2018, filed 14 Nov 2018.