SHWM
IJS icon

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

Smith & Howard Wealth Management’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
2014
Q1 		– Sell
-600
Closed -$33K – 119
2013
Q4 		$33K Hold
600
– – 0.02% 129
2013
Q3 		$31K Buy
+600
New +$29.8K 0.02% 134

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return

Smith & Howard Wealth Management's IJS Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2014, closing a stake of 600 shares — an estimated $33K sold.

Smith & Howard Wealth Management first reported a position in IJS in Q3 2013 and held it in 2 quarters. The position peaked at $33K in Q4 2013. 227 funds tracked by Wall St. Rank hold IJS as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 600 iShares S&P Small-Cap 600 Value ETF shares in Q1 2014, an estimated $33K.
  • Smith & Howard Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $33K in Q4 2013.
  • 227 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.