SIM
IJS icon

Sonora Investment Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Sonora Investment 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
2017
Q3 		– Sell
-400
Closed -$28K – 1207
2017
Q2 		$28K Buy
+400
New +$27.6K 0.01% 431

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

Sonora Investment Management's IJS Position: Q3 2017 in Review

Sonora Investment Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2017, closing a stake of 400 shares — an estimated $28K sold.

Sonora Investment Management first reported a position in IJS in Q2 2017 and held it in 1 quarter. The position peaked at $28K in Q2 2017. 366 funds tracked by Wall St. Rank hold IJS as of Q3 2017.

  • Sonora Investment Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2017 after selling out during the quarter.
  • Sonora Investment Management sold 400 iShares S&P Small-Cap 600 Value ETF shares in Q3 2017, an estimated $28K.
  • Sonora Investment Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2017 and held it in 1 quarter.
  • Sonora Investment Management's iShares S&P Small-Cap 600 Value ETF position peaked at $28K in Q2 2017.
  • 366 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2017.

Based on Sonora Investment Management's 13F filing for Q3 2017, filed 12 Oct 2017.