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

PHH Investments’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
Q4 		$474K Sell
5,900
-274
-4% -$21.2K 0.13% 70
2019
Q3 		$464K Sell
6,174
-406
-6% -$29.8K 0.13% 68
2019
Q2 		$489K Sell
6,580
-300
-4% -$22.3K 0.14% 69
2019
Q1 		$508K Hold
6,880
– – 0.15% 70
2018
Q4 		$454K Buy
+6,880
New +$511K 0.15% 71

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

PHH Investments's IJS Position: Q4 2019 in Review

PHH Investments reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 4.4% in Q4 2019, selling an estimated $21.2K and leaving 5,900 shares worth $474K. The position accounts for 0.13% of the portfolio, ranked #70.

PHH Investments first reported a position in IJS in Q4 2018 and has held it in 5 quarters since. The position peaked at $508K in Q1 2019. 559 funds tracked by Wall St. Rank hold IJS as of Q4 2019.

  • PHH Investments held 5,900 shares of iShares S&P Small-Cap 600 Value ETF worth $474K as of Q4 2019.
  • PHH Investments sold 274 iShares S&P Small-Cap 600 Value ETF shares in Q4 2019, an estimated $21.2K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.13% of PHH Investments's portfolio in Q4 2019, its #70 holding.
  • PHH Investments first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 5 quarters since.
  • PHH Investments's iShares S&P Small-Cap 600 Value ETF position peaked at $508K in Q1 2019.
  • 559 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.