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

Hudson Capital 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 Q3	–	Sell	-6,754	Closed	-$407K	–	69
2020 Q2	$407K	Sell	6,754 -3,832	-36%	-$215K	0.22%	52
2020 Q1	$531K	Sell	10,586 -9,696	-48%	-$672K	0.35%	49
2019 Q4	$1.63M	Sell	20,282 -1,672	-8%	-$130K	0.82%	44
2019 Q3	$1.65M	Sell	21,954 -1,364	-6%	-$100K	0.92%	42
2019 Q2	$1.73M	Sell	23,318 -1,716	-7%	-$127K	0.98%	33
2019 Q1	$1.85M	Sell	25,034 -3,792	-13%	-$280K	1.12%	23
2018 Q4	$1.9M	Sell	28,826 -1,950	-6%	-$145K	1.39%	20
2018 Q3	$867K	Sell	30,776 -5,584	-15%	-$472K	0.66%	42
2018 Q2	$2.97M	Sell	36,360 -7,674	-17%	-$614K	2.07%	15
2018 Q1	$3.32M	Sell	44,034 -3,902	-8%	-$300K	2.44%	10
2017 Q4	$3.68M	Buy	+47,936	New	+$3.61M	2.7%	8

Other funds holding IJS

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Hudson Capital Management's IJS Position: Q3 2020 in Review

Hudson Capital Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2020, closing a stake of 6,754 shares — an estimated $407K sold.

Hudson Capital Management first reported a position in IJS in Q4 2017 and held it in 11 quarters. The position peaked at $3.68M in Q4 2017. 477 funds tracked by Wall St. Rank hold IJS as of Q3 2020.

Hudson Capital Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2020 after selling out during the quarter.
Hudson Capital Management sold 6,754 iShares S&P Small-Cap 600 Value ETF shares in Q3 2020, an estimated $407K.
Hudson Capital Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and held it in 11 quarters.
Hudson Capital Management's iShares S&P Small-Cap 600 Value ETF position peaked at $3.68M in Q4 2017.
477 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2020.

Based on Hudson Capital Management's 13F filing for Q3 2020, filed 16 Oct 2020.