Platte River Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Platte River Wealth Advisors’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	$1.06M	Buy	+14,132	New	+$1.1M	0.56%	49

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

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

Platte River Wealth Advisors's IJS Position: Q4 2019 in Review

Platte River Wealth Advisors opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2019: 14,132 shares worth $1.06M. The stake represents 0.56% of the portfolio and ranks #49 among its holdings.

558 funds tracked by Wall St. Rank hold IJS as of Q4 2019.

Platte River Wealth Advisors held 14,132 shares of iShares S&P Small-Cap 600 Value ETF worth $1.06M as of Q4 2019.
iShares S&P Small-Cap 600 Value ETF was a new Platte River Wealth Advisors position in Q4 2019.
iShares S&P Small-Cap 600 Value ETF made up 0.56% of Platte River Wealth Advisors's portfolio in Q4 2019, its #49 holding.
558 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2019.

Based on Platte River Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.