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Roble Belko & Company’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Roble Belko & Company’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
2015
Q3 		– Sell
-878
Closed -$52K – 218
2015
Q2 		$52K Hold
878
– – 0.03% 93
2015
Q1 		$52K Buy
+878
New +$51K 0.03% 92

Other funds holding IJS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Roble Belko & Company's IJS Position: Q3 2015 in Review

Roble Belko & Company sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2015, closing a stake of 878 shares — an estimated $52K sold.

Roble Belko & Company first reported a position in IJS in Q1 2015 and held it in 2 quarters. The position peaked at $52K in Q2 2015. 266 funds tracked by Wall St. Rank hold IJS as of Q3 2015.

  • Roble Belko & Company reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2015 after selling out during the quarter.
  • Roble Belko & Company sold 878 iShares S&P Small-Cap 600 Value ETF shares in Q3 2015, an estimated $52K.
  • Roble Belko & Company first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2015 and held it in 2 quarters.
  • Roble Belko & Company's iShares S&P Small-Cap 600 Value ETF position peaked at $52K in Q2 2015.
  • 266 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2015.

Based on Roble Belko & Company's 13F filing for Q3 2015, filed 12 Nov 2015.