Simply Money Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Simply Money 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
2018 Q1	$167K	Buy	+2,216	New	+$170K	0.02%	31
2017 Q4	–	Sell	-6,006	Closed	-$445K	–	31
2017 Q3	$445K	Sell	6,006 -146,472	-96%	-$10.2M	0.06%	31
2017 Q2	$10.7M	Sell	152,478 -206,030	-57%	-$14.2M	1.45%	17
2017 Q1	$24.9M	Buy	358,508 +194,598	+119%	+$13.5M	3.48%	10
2016 Q4	$11.5M	Sell	163,910 -48,760	-23%	-$3.19M	1.65%	17
2016 Q3	$13.3M	Sell	212,670 -11,494	-5%	-$705K	2.04%	13
2016 Q2	$13.1M	Sell	224,164 -44,074	-16%	-$2.53M	2.02%	16
2016 Q1	$15.2M	Sell	268,238 -13,794	-5%	-$715K	2.32%	15
2015 Q4	$15.3M	Buy	282,032 +1,924	+0.7%	+$107K	2.29%	15
2015 Q3	$14.7M	Buy	280,108 +1,262	+0.5%	+$70.1K	2.27%	16
2015 Q2	$16.4M	Sell	278,846 -1,022	-0.4%	-$60.8K	2.42%	17
2015 Q1	$16.6M	Buy	279,868 +1,490	+0.5%	+$86.6K	2.41%	17
2014 Q4	$16.4M	Buy	278,378 +5,836	+2%	+$329K	2.43%	20
2014 Q3	$14.6M	Buy	272,542 +5,590	+2%	+$315K	2.23%	19
2014 Q2	$15.4M	Sell	266,952 -241,608	-48%	-$13.5M	2.34%	17
2014 Q1	$28.8M	Buy	508,560 +22,850	+5%	+$1.26M	4.48%	11
2013 Q4	$27M	Buy	485,710 +482,842	+16,835%	+$25.8M	4.54%	10
2013 Q3	$147K	Buy	+2,868	New	+$143K	0.03%	21

Other funds holding IJS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Simply Money Advisors's IJS Position: Q1 2018 in Review

Simply Money Advisors opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2018: 2,216 shares worth $167K. The stake represents 0.02% of the portfolio and ranks #31 among its holdings. This is a return to the name: Simply Money Advisors previously reported a position in IJS as recently as Q3 2017.

Simply Money Advisors first reported a position in IJS in Q3 2013 and has held it in 18 quarters since. The position peaked at $28.8M in Q1 2014. 437 funds tracked by Wall St. Rank hold IJS as of Q1 2018.

Simply Money Advisors held 2,216 shares of iShares S&P Small-Cap 600 Value ETF worth $167K as of Q1 2018.
iShares S&P Small-Cap 600 Value ETF was a new Simply Money Advisors position in Q1 2018.
iShares S&P Small-Cap 600 Value ETF made up 0.02% of Simply Money Advisors's portfolio in Q1 2018, its #31 holding.
Simply Money Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2013 and has held it in 18 quarters since.
Simply Money Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $28.8M in Q1 2014.
437 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.