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

MOTCO’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
Q2 		– Sell
-154
Closed -$8K – 700
2020
Q1 		$8K Hold
154
– – ﹤0.01% 459
2019
Q4 		$12K Buy
+154
New +$11.9K ﹤0.01% 425
2017
Q3 		– Sell
-52
Closed -$4K – 583
2017
Q2 		$4K Buy
+52
New +$3.59K ﹤0.01% 536

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MOTCO's IJS Position: Q2 2020 in Review

MOTCO sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2020, closing a stake of 154 shares — an estimated $8K sold.

MOTCO first reported a position in IJS in Q2 2017 and held it in 3 quarters. The position peaked at $12K in Q4 2019. 472 funds tracked by Wall St. Rank hold IJS as of Q2 2020.

  • MOTCO reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2020 after selling out during the quarter.
  • MOTCO sold 154 iShares S&P Small-Cap 600 Value ETF shares in Q2 2020, an estimated $8K.
  • MOTCO first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2017 and held it in 3 quarters.
  • MOTCO's iShares S&P Small-Cap 600 Value ETF position peaked at $12K in Q4 2019.
  • 472 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2020.

Based on MOTCO's 13F filing for Q2 2020, filed 15 Jul 2020.