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

MYCIO Wealth 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
-2,054
Closed -$165K – 205
2019
Q4 		$165K Buy
2,054
+14
+0.7% +$1.08K 0.01% 331
2019
Q3 		$153K Hold
2,040
– – 0.01% 309
2019
Q2 		$152K Buy
+2,040
New +$151K 0.01% 300
2016
Q4 		– Sell
-1,332
Closed -$83K – 426
2016
Q3 		$83K Hold
1,332
– – 0.01% 279
2016
Q2 		$78K Buy
1,332
+4
+0.3% +$230 0.01% 289
2016
Q1 		$75K Sell
1,328
-92
-6% -$4.77K 0.01% 274
2015
Q4 		$77K Buy
1,420
+4
+0.3% +$222 0.01% 243
2015
Q3 		$74K Buy
1,416
+4
+0.3% +$222 0.02% 248
2015
Q2 		$83K Buy
1,412
+22
+2% +$1.31K 0.02% 241
2015
Q1 		$83K Buy
1,390
+6
+0.4% +$349 0.02% 230
2014
Q4 		$82K Buy
1,384
+6
+0.4% +$339 0.02% 216
2014
Q3 		$74K Buy
1,378
+4
+0.3% +$225 0.02% 214
2014
Q2 		$79K Sell
1,374
-84
-6% -$4.7K 0.02% 213
2014
Q1 		$83K Hold
1,458
– – 0.02% 204
2013
Q4 		$81K Buy
1,458
+8
+0.6% +$427 0.02% 200
2013
Q3 		$74K Buy
1,450
+6
+0.4% +$298 0.02% 200
2013
Q2 		$67K Buy
+1,444
New +$66.2K 0.02% 203

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

MYCIO Wealth Partners's IJS Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2020, closing a stake of 2,054 shares — an estimated $165K sold.

MYCIO Wealth Partners first reported a position in IJS in Q2 2013 and held it in 17 quarters. The position peaked at $165K in Q4 2019. 482 funds tracked by Wall St. Rank hold IJS as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 2,054 iShares S&P Small-Cap 600 Value ETF shares in Q1 2020, an estimated $165K.
  • MYCIO Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and held it in 17 quarters.
  • MYCIO Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $165K in Q4 2019.
  • 482 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.