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Monetary Management Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Monetary Management Group’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
-1,100
Closed -$88K – 285
2019
Q4 		$88K Hold
1,100
– – 0.03% 201
2019
Q3 		$83K Hold
1,100
– – 0.03% 209
2019
Q2 		$82K Hold
1,100
– – 0.03% 208
2019
Q1 		$81K Hold
1,100
– – 0.03% 210
2018
Q4 		$73K Hold
1,100
– – 0.03% 204
2018
Q3 		$92K Hold
1,100
– – 0.04% 205
2018
Q2 		$90K Hold
1,100
– – 0.04% 205
2018
Q1 		$83K Hold
1,100
– – 0.03% 206
2017
Q4 		$84K Hold
1,100
– – 0.03% 208
2017
Q3 		$82K Hold
1,100
– – 0.03% 204
2017
Q2 		$77K Hold
1,100
– – 0.03% 208
2017
Q1 		$76K Hold
1,100
– – 0.03% 202
2016
Q4 		$77K Hold
1,100
– – 0.04% 199
2016
Q3 		$69K Hold
1,100
– – 0.03% 197
2016
Q2 		$64K Hold
1,100
– – 0.03% 204
2016
Q1 		$62K Hold
1,100
– – 0.03% 200
2015
Q4 		$59K Hold
1,100
– – 0.03% 207
2015
Q3 		$58K Hold
1,100
– – 0.03% 211
2015
Q2 		$65K Hold
1,100
– – 0.03% 227
2015
Q1 		$65K Hold
1,100
– – 0.03% 234
2014
Q4 		$65K Buy
+1,100
New +$62.1K 0.03% 234

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Fidelity Investments
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Monetary Management Group's IJS Position: Q1 2020 in Review

Monetary Management Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2020, closing a stake of 1,100 shares — an estimated $88K sold.

Monetary Management Group first reported a position in IJS in Q4 2014 and held it in 21 quarters. The position peaked at $92K in Q3 2018. 482 funds tracked by Wall St. Rank hold IJS as of Q1 2020.

  • Monetary Management Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Monetary Management Group sold 1,100 iShares S&P Small-Cap 600 Value ETF shares in Q1 2020, an estimated $88K.
  • Monetary Management Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2014 and held it in 21 quarters.
  • Monetary Management Group's iShares S&P Small-Cap 600 Value ETF position peaked at $92K 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 Monetary Management Group's 13F filing for Q1 2020, filed 14 May 2020.