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Kays Financial Advisory’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Kays Financial Advisory’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
2019
Q1 		– Sell
-30,008
Closed -$1.98M – 128
2018
Q4 		$1.98M Sell
30,008
-1,638
-5% -$122K 0.45% 42
2018
Q3 		$2.64M Buy
+31,646
New +$2.67M 0.56% 32

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kays Financial Advisory's IJS Position: Q1 2019 in Review

Kays Financial Advisory sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2019, closing a stake of 30,008 shares — an estimated $1.98M sold.

Kays Financial Advisory first reported a position in IJS in Q3 2018 and held it in 2 quarters. The position peaked at $2.64M in Q3 2018. 498 funds tracked by Wall St. Rank hold IJS as of Q1 2019.

  • Kays Financial Advisory reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2019 after selling out during the quarter.
  • Kays Financial Advisory sold 30,008 iShares S&P Small-Cap 600 Value ETF shares in Q1 2019, an estimated $1.98M.
  • Kays Financial Advisory first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2018 and held it in 2 quarters.
  • Kays Financial Advisory's iShares S&P Small-Cap 600 Value ETF position peaked at $2.64M in Q3 2018.
  • 498 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2019.

Based on Kays Financial Advisory's 13F filing for Q1 2019, filed 25 Apr 2019.