Mirador Capital Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Mirador Capital Partners’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	-3,100	Closed	-$249K	–	152
2019 Q4	$249K	Hold	3,100	–	–	0.1%	156
2019 Q3	$233K	Hold	3,100	–	–	0.1%	155
2019 Q2	$230K	Hold	3,100	–	–	0.11%	143
2019 Q1	$229K	Sell	3,100 -180	-5%	-$13.3K	0.12%	131
2018 Q4	$216K	Hold	3,280	–	–	0.13%	126
2018 Q3	$274K	Buy	3,280 +180	+6%	+$15.2K	0.13%	126
2018 Q2	$253K	Sell	3,100 -180	-5%	-$14.4K	0.14%	118
2018 Q1	$252K	Hold	3,280	–	–	0.18%	103
2017 Q4	$252K	Hold	3,280	–	–	0.14%	123
2017 Q3	$247K	Hold	3,280	–	–	0.14%	118
2017 Q2	$229K	Buy	3,280 +400	+14%	+$27.6K	0.14%	126
2017 Q1	$200K	Buy	+2,880	New	+$200K	0.15%	129

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

Mirador Capital Partners's IJS Position: Q1 2020 in Review

Mirador Capital Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2020, closing a stake of 3,100 shares — an estimated $249K sold.

Mirador Capital Partners first reported a position in IJS in Q1 2017 and held it in 12 quarters. The position peaked at $274K in Q3 2018. 482 funds tracked by Wall St. Rank hold IJS as of Q1 2020.

Mirador Capital Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2020 after selling out during the quarter.
Mirador Capital Partners sold 3,100 iShares S&P Small-Cap 600 Value ETF shares in Q1 2020, an estimated $249K.
Mirador Capital Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2017 and held it in 12 quarters.
Mirador Capital Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $274K in Q3 2018.
482 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2020.

Based on Mirador Capital Partners's 13F filing for Q1 2020, filed 11 May 2020.