Moneywise Inc’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Moneywise Inc’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
2019 Q2	–	Sell	-2,812	Closed	-$212K	–	44
2019 Q1	$212K	Buy	+2,812	New	+$208K	0.18%	37
2018 Q4	–	Sell	-2,610	Closed	-$218K	–	38
2018 Q3	$218K	Buy	2,610 +2	+0.1%	+$169	0.18%	38
2018 Q2	$213K	Sell	2,608 -204	-7%	-$16.3K	0.18%	38
2018 Q1	$212K	Buy	2,812 +2	+0.1%	+$154	0.18%	38
2017 Q4	$216K	Sell	2,810 -106	-4%	-$7.98K	0.16%	36
2017 Q3	$216K	Buy	2,916 +2	+0.1%	+$140	0.17%	33
2017 Q2	$204K	Buy	+2,914	New	+$201K	0.17%	37
2016 Q4	–	Sell	-3,426	Closed	-$214K	–	35
2016 Q3	$214K	Buy	+3,426	New	+$210K	0.23%	32

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

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

Moneywise Inc's IJS Position: Q2 2019 in Review

Moneywise Inc sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2019, closing a stake of 2,812 shares — an estimated $212K sold.

Moneywise Inc first reported a position in IJS in Q3 2016 and held it in 8 quarters. The position peaked at $218K in Q3 2018. 482 funds tracked by Wall St. Rank hold IJS as of Q2 2019.

Moneywise Inc reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2019 after selling out during the quarter.
Moneywise Inc sold 2,812 iShares S&P Small-Cap 600 Value ETF shares in Q2 2019, an estimated $212K.
Moneywise Inc first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2016 and held it in 8 quarters.
Moneywise Inc's iShares S&P Small-Cap 600 Value ETF position peaked at $218K in Q3 2018.
482 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2019.

Based on Moneywise Inc's 13F filing for Q2 2019, filed 17 Jul 2019.