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Kore Private Wealth’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Kore Private Wealth’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
-6,392
Closed -$384K – 653
2020
Q2 		$384K Hold
6,392
– – 0.08% 153
2020
Q1 		$319K Hold
6,392
– – 0.08% 158
2019
Q4 		$514K Hold
6,392
– – 0.1% 135
2019
Q3 		$470K Hold
6,392
– – 0.11% 133
2019
Q2 		$475K Buy
6,392
+538
+9% +$39.9K 0.11% 132
2019
Q1 		$432K Buy
+5,854
New +$432K 0.1% 135

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

Kore Private Wealth's IJS Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2020, closing a stake of 6,392 shares — an estimated $384K sold.

Kore Private Wealth first reported a position in IJS in Q1 2019 and held it in 6 quarters. The position peaked at $514K in Q4 2019. 477 funds tracked by Wall St. Rank hold IJS as of Q3 2020.

  • Kore Private Wealth reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 6,392 iShares S&P Small-Cap 600 Value ETF shares in Q3 2020, an estimated $384K.
  • Kore Private Wealth first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2019 and held it in 6 quarters.
  • Kore Private Wealth's iShares S&P Small-Cap 600 Value ETF position peaked at $514K in Q4 2019.
  • 477 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.