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

Independent Portfolio Consultants’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
2017 Q2	$59K	Hold	850	–	–	0.02%	497
2017 Q1	$59K	Hold	850	–	–	0.02%	534
2016 Q4	$60K	Hold	850	–	–	0.02%	516
2016 Q3	$53K	Hold	850	–	–	0.02%	529
2016 Q2	$50K	Hold	850	–	–	0.02%	545
2016 Q1	$48K	Hold	850	–	–	0.01%	574
2015 Q4	$46K	Hold	850	–	–	0.01%	584
2015 Q3	$45K	Hold	850	–	–	0.01%	602
2015 Q2	$50K	Hold	850	–	–	0.01%	623
2015 Q1	$51K	Hold	850	–	–	0.01%	620
2014 Q4	$50K	Hold	850	–	–	0.01%	632
2014 Q3	$46K	Hold	850	–	–	0.01%	640
2014 Q2	$49K	Buy	+850	New	+$47.6K	0.01%	640

Other funds holding IJS

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

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

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

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

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

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

PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Independent Portfolio Consultants's IJS Position: Q2 2017 in Review

Independent Portfolio Consultants held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2017 at 850 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #497.

Independent Portfolio Consultants first reported a position in IJS in Q2 2014 and has held it in 13 quarters since. The position peaked at $60K in Q4 2016. 355 funds tracked by Wall St. Rank hold IJS as of Q2 2017.

Independent Portfolio Consultants held 850 shares of iShares S&P Small-Cap 600 Value ETF worth $59K as of Q2 2017.
Independent Portfolio Consultants left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2017.
iShares S&P Small-Cap 600 Value ETF made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #497 holding.
Independent Portfolio Consultants first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2014 and has held it in 13 quarters since.
Independent Portfolio Consultants's iShares S&P Small-Cap 600 Value ETF position peaked at $60K in Q4 2016.
355 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.