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

NewFocus Financial 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
Q4 		$325K Hold
4,000
– – 0.1% 99
2020
Q3 		$245K Hold
4,000
– – 0.08% 107
2020
Q2 		$241K Buy
+4,000
New +$224K 0.09% 103

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
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

NewFocus Financial Group's IJS Position: Q4 2020 in Review

NewFocus Financial Group held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q4 2020 at 4,000 shares worth $325K. The position accounts for 0.1% of the portfolio, ranked #99.

NewFocus Financial Group first reported a position in IJS in Q2 2020 and has held it in 3 quarters since. 573 funds tracked by Wall St. Rank hold IJS as of Q4 2020.

  • NewFocus Financial Group held 4,000 shares of iShares S&P Small-Cap 600 Value ETF worth $325K as of Q4 2020.
  • NewFocus Financial Group left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q4 2020.
  • iShares S&P Small-Cap 600 Value ETF made up 0.1% of NewFocus Financial Group's portfolio in Q4 2020, its #99 holding.
  • NewFocus Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2020 and has held it in 3 quarters since.
  • 573 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.