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

Personal Financial Consultants’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
2018
Q4 		– Sell
-8,762
Closed -$731K – 33
2018
Q3 		$731K Buy
+8,762
New +$740K 0.53% 22

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Personal Financial Consultants's IJS Position: Q4 2018 in Review

Personal Financial Consultants sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2018, closing a stake of 8,762 shares — an estimated $731K sold.

Personal Financial Consultants first reported a position in IJS in Q3 2018 and held it in 1 quarter. The position peaked at $731K in Q3 2018. 468 funds tracked by Wall St. Rank hold IJS as of Q4 2018.

  • Personal Financial Consultants reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Personal Financial Consultants sold 8,762 iShares S&P Small-Cap 600 Value ETF shares in Q4 2018, an estimated $731K.
  • Personal Financial Consultants first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2018 and held it in 1 quarter.
  • Personal Financial Consultants's iShares S&P Small-Cap 600 Value ETF position peaked at $731K in Q3 2018.
  • 468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2018.

Based on Personal Financial Consultants's 13F filing for Q4 2018, filed 30 Jan 2019.