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

JLB & Associates’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
Q4 		– Sell
-4,828
Closed -$301K – 75
2016
Q3 		$301K Buy
+4,828
New +$296K 0.08% 72

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JLB & Associates's IJS Position: Q4 2016 in Review

JLB & Associates sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2016, closing a stake of 4,828 shares — an estimated $301K sold.

JLB & Associates first reported a position in IJS in Q3 2016 and held it in 1 quarter. The position peaked at $301K in Q3 2016. 361 funds tracked by Wall St. Rank hold IJS as of Q4 2016.

  • JLB & Associates reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2016 after selling out during the quarter.
  • JLB & Associates sold 4,828 iShares S&P Small-Cap 600 Value ETF shares in Q4 2016, an estimated $301K.
  • JLB & Associates first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2016 and held it in 1 quarter.
  • JLB & Associates's iShares S&P Small-Cap 600 Value ETF position peaked at $301K in Q3 2016.
  • 361 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2016.

Based on JLB & Associates's 13F filing for Q4 2016, filed 18 Jan 2017.