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

Independence 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
2020
Q3 		$5.81M Sell
94,888
-612
-0.6% -$38.5K 1.25% 17
2020
Q2 		$5.75M Buy
95,500
+11,536
+14% +$647K 1.32% 16
2020
Q1 		$4.2M Buy
83,964
+63,104
+303% +$4.37M 1.16% 15
2019
Q4 		$1.68M Sell
20,860
-11,310
-35% -$877K 0.41% 29
2019
Q3 		$2.42M Buy
32,170
+638
+2% +$46.9K 0.59% 22
2019
Q2 		$2.34M Hold
31,532
– – 0.6% 21
2019
Q1 		$2.33M Buy
31,532
+1,498
+5% +$111K 0.65% 21
2018
Q4 		$1.98M Buy
30,034
+10,056
+50% +$746K 0.66% 22
2018
Q3 		$1.67M Sell
19,978
-120
-0.6% -$10.1K 0.5% 25
2018
Q2 		$1.64M Sell
20,098
-2,518
-11% -$201K 0.52% 24
2018
Q1 		$1.71M Buy
22,616
+13,762
+155% +$1.06M 0.56% 23
2017
Q4 		$680K Sell
8,854
-1,440
-14% -$108K 0.23% 38
2017
Q3 		$763K Sell
10,294
-38
-0.4% -$2.65K 0.3% 28
2017
Q2 		$722K Sell
10,332
-872
-8% -$60.3K 0.29% 32
2017
Q1 		$777K Hold
11,204
– – 0.33% 29
2016
Q4 		$784K Hold
11,204
– – 0.35% 30
2016
Q3 		$699K Sell
11,204
-534
-5% -$32.8K 0.33% 32
2016
Q2 		$686K Buy
+11,738
New +$673K 0.36% 25

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independence Advisors's IJS Position: Q3 2020 in Review

Independence Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.64% in Q3 2020, selling an estimated $38.5K and leaving 94,888 shares worth $5.81M. The position accounts for 1.25% of the portfolio, ranked #17.

Independence Advisors first reported a position in IJS in Q2 2016 and has held it in 18 quarters since. 477 funds tracked by Wall St. Rank hold IJS as of Q3 2020.

  • Independence Advisors held 94,888 shares of iShares S&P Small-Cap 600 Value ETF worth $5.81M as of Q3 2020.
  • Independence Advisors sold 612 iShares S&P Small-Cap 600 Value ETF shares in Q3 2020, an estimated $38.5K.
  • iShares S&P Small-Cap 600 Value ETF made up 1.25% of Independence Advisors's portfolio in Q3 2020, its #17 holding.
  • Independence Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2016 and has held it in 18 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.