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

Guidant Wealth Advisors’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
2019 Q3	$17K	Hold	222	–	–	0.01%	232
2019 Q2	$16K	Hold	222	–	–	0.01%	233
2019 Q1	$16K	Hold	222	–	–	0.01%	236
2018 Q4	$14K	Buy	+222	New	+$16.5K	0.01%	183
2017 Q3	–	Sell	-222	Closed	-$15K	–	205
2017 Q2	$15K	Hold	222	–	–	0.01%	178
2017 Q1	$14K	Sell	222 -168	-43%	-$11.7K	0.01%	157
2016 Q4	$27K	Hold	390	–	–	0.02%	116
2016 Q3	$24K	Buy	+390	New	+$23.9K	0.01%	114

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Guidant Wealth Advisors's IJS Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2019 at 222 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #232.

Guidant Wealth Advisors first reported a position in IJS in Q3 2016 and has held it in 8 quarters since. The position peaked at $27K in Q4 2016. 496 funds tracked by Wall St. Rank hold IJS as of Q3 2019.

Guidant Wealth Advisors held 222 shares of iShares S&P Small-Cap 600 Value ETF worth $17K as of Q3 2019.
Guidant Wealth Advisors left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q3 2019.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #232 holding.
Guidant Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2016 and has held it in 8 quarters since.
Guidant Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $27K in Q4 2016.
496 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.