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

Portfolio Strategies’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
-224
Closed -$19K – 109
2018
Q3 		$19K Hold
224
– – 0.01% 117
2018
Q2 		$18K Hold
224
– – 0.01% 120
2018
Q1 		$17K Hold
224
– – 0.01% 126
2017
Q4 		$17K Buy
+224
New +$16.9K 0.01% 134

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

Portfolio Strategies's IJS Position: Q4 2018 in Review

Portfolio Strategies sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2018, closing a stake of 224 shares — an estimated $19K sold.

Portfolio Strategies first reported a position in IJS in Q4 2017 and held it in 4 quarters. The position peaked at $19K in Q3 2018. 468 funds tracked by Wall St. Rank hold IJS as of Q4 2018.

  • Portfolio Strategies reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Portfolio Strategies sold 224 iShares S&P Small-Cap 600 Value ETF shares in Q4 2018, an estimated $19K.
  • Portfolio Strategies first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and held it in 4 quarters.
  • Portfolio Strategies's iShares S&P Small-Cap 600 Value ETF position peaked at $19K 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 Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.