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Sheaff Brock Investment Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Sheaff Brock Investment 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
2017
Q2 		– Sell
-3,018
Closed -$209K – 628
2017
Q1 		$209K Hold
3,018
– – 0.03% 491
2016
Q4 		$211K Buy
+3,018
New +$198K 0.03% 503

Other funds holding IJS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Sheaff Brock Investment Advisors's IJS Position: Q2 2017 in Review

Sheaff Brock Investment Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2017, closing a stake of 3,018 shares — an estimated $209K sold.

Sheaff Brock Investment Advisors first reported a position in IJS in Q4 2016 and held it in 2 quarters. The position peaked at $211K in Q4 2016. 353 funds tracked by Wall St. Rank hold IJS as of Q2 2017.

  • Sheaff Brock Investment Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 3,018 iShares S&P Small-Cap 600 Value ETF shares in Q2 2017, an estimated $209K.
  • Sheaff Brock Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2016 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $211K in Q4 2016.
  • 353 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2017, filed 9 Aug 2017.