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Prestige Wealth Management Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Prestige Wealth Management 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
Q1 		– Sell
-584
Closed -$47K – 952
2019
Q4 		$47K Hold
584
– – 0.03% 203
2019
Q3 		$44K Sell
584
-170
-23% -$12.5K 0.03% 207
2019
Q2 		$56K Sell
754
-20
-3% -$1.48K 0.03% 185
2019
Q1 		$57K Hold
774
– – 0.04% 183
2018
Q4 		$51K Buy
+774
New +$57.4K 0.04% 192

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 22.9% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prestige Wealth Management Group's IJS Position: Q1 2020 in Review

Prestige Wealth Management Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2020, closing a stake of 584 shares — an estimated $47K sold.

Prestige Wealth Management Group first reported a position in IJS in Q4 2018 and held it in 5 quarters. The position peaked at $57K in Q1 2019. 481 funds tracked by Wall St. Rank hold IJS as of Q1 2020.

  • Prestige Wealth Management Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 584 iShares S&P Small-Cap 600 Value ETF shares in Q1 2020, an estimated $47K.
  • Prestige Wealth Management Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and held it in 5 quarters.
  • Prestige Wealth Management Group's iShares S&P Small-Cap 600 Value ETF position peaked at $57K in Q1 2019.
  • 481 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2020.

Based on Prestige Wealth Management Group's 13F filing for Q1 2020, filed 15 May 2020.