Leicht Financial Planning & Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Leicht Financial Planning & 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	–	Sell	-4,740	Closed	-$381K	–	60
2019 Q4	$381K	Sell	4,740 -2,976	-39%	-$231K	0.35%	47
2019 Q3	$579K	Sell	7,716 -2,290	-23%	-$168K	0.55%	35
2019 Q2	$744K	Sell	10,006 -1,474	-13%	-$109K	0.73%	32
2019 Q1	$847K	Sell	11,480 -7,954	-41%	-$588K	0.87%	27
2018 Q4	$1.29M	Sell	19,434 -9,834	-34%	-$730K	1.7%	17
2018 Q3	$2.44M	Sell	29,268 -2,912	-9%	-$246K	2.9%	10
2018 Q2	$2.64M	Sell	32,180 -804	-2%	-$64.3K	2.25%	11
2018 Q1	$2.42M	Sell	32,984 -490	-1%	-$37.7K	2.1%	11
2017 Q4	$2.61M	Buy	33,474 +2,802	+9%	+$211K	2.19%	12
2017 Q3	$2.28M	Sell	30,672 -36,830	-55%	-$2.57M	1.9%	13
2017 Q2	$4.69M	Buy	67,502 +19,732	+41%	+$1.36M	4.05%	10
2017 Q1	$3.22M	Buy	47,770 +40,296	+539%	+$2.81M	2.92%	11
2016 Q4	$515K	Buy	+7,474	New	+$489K	0.48%	22

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's IJS Position: Q1 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2020, closing a stake of 4,740 shares — an estimated $381K sold.

Leicht Financial Planning & Wealth Management first reported a position in IJS in Q4 2016 and held it in 13 quarters. The position peaked at $4.69M in Q2 2017. 482 funds tracked by Wall St. Rank hold IJS as of Q1 2020.

Leicht Financial Planning & Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 4,740 iShares S&P Small-Cap 600 Value ETF shares in Q1 2020, an estimated $381K.
Leicht Financial Planning & Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2016 and held it in 13 quarters.
Leicht Financial Planning & Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $4.69M in Q2 2017.
482 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.