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Lugano Financial Advisors SA (LFA)’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2018
Q3 		– Sell
-1,030
Closed -$83K – 161
2018
Q2 		$83K Buy
+1,030
New +$82.4K 0.08% 90

Other funds holding IJS

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Fidelity Investments
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s IJS Position: Q3 2018 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2018, closing a stake of 1,030 shares — an estimated $83K sold.

Lugano Financial Advisors SA (LFA) first reported a position in IJS in Q2 2018 and held it in 1 quarter. The position peaked at $83K in Q2 2018. 466 funds tracked by Wall St. Rank hold IJS as of Q3 2018.

  • Lugano Financial Advisors SA (LFA) reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2018 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 1,030 iShares S&P Small-Cap 600 Value ETF shares in Q3 2018, an estimated $83K.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2018 and held it in 1 quarter.
  • Lugano Financial Advisors SA (LFA)'s iShares S&P Small-Cap 600 Value ETF position peaked at $83K in Q2 2018.
  • 466 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2018.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2018, filed 11 Oct 2018.