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

Gupta 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
2016 Q1	$65K	Buy	1,144 +528	+86%	+$27.4K	0.02%	397
2015 Q4	$33K	Buy	616 +126	+26%	+$6.99K	0.01%	529
2015 Q3	$26K	Sell	490 -64	-12%	-$3.55K	0.01%	624
2015 Q2	$33K	Buy	554 +194	+54%	+$11.5K	0.01%	575
2015 Q1	$21K	Buy	+360	New	+$20.9K	0.01%	588

Other funds holding IJS

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Gupta Wealth Management's IJS Position: Q1 2016 in Review

Gupta Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 86% in Q1 2016, buying an estimated $27.4K and bringing the position to 1,144 shares worth $65K. The position accounts for 0.02% of the portfolio, ranked #397.

Gupta Wealth Management first reported a position in IJS in Q1 2015 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold IJS as of Q1 2016.

Gupta Wealth Management held 1,144 shares of iShares S&P Small-Cap 600 Value ETF worth $65K as of Q1 2016.
Gupta Wealth Management bought 528 iShares S&P Small-Cap 600 Value ETF shares in Q1 2016, an estimated $27.4K.
iShares S&P Small-Cap 600 Value ETF made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #397 holding.
Gupta Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2015 and has held it in 5 quarters since.
289 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.