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Lake Point Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Lake Point Wealth Management’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
Q1 		$0 Hold
6
– – ﹤0.01% 420
2019
Q4 		$0 Buy
+6
New +$465 ﹤0.01% 617
2019
Q2 		$1K Hold
10
– – ﹤0.01% 610
2019
Q1 		$1K Sell
10
-660
-99% -$48.8K ﹤0.01% 609
2018
Q4 		$44K Buy
+670
New +$49.7K 0.02% 263

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lake Point Wealth Management's IJS Position: Q1 2020 in Review

Lake Point Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2020 at 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Lake Point Wealth Management first reported a position in IJS in Q4 2018 and has held it in 5 quarters since. The position peaked at $44K in Q4 2018. 481 funds tracked by Wall St. Rank hold IJS as of Q1 2020.

  • Lake Point Wealth Management held 6 shares of iShares S&P Small-Cap 600 Value ETF worth $0 as of Q1 2020.
  • Lake Point Wealth Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2020.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #420 holding.
  • Lake Point Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 5 quarters since.
  • Lake Point Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $44K in Q4 2018.
  • 481 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.