Squar Milner Financial Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-114	Closed	-$5K	–	444
2020 Q1	$5K	Hold	114	–	–	﹤0.01%	596
2019 Q4	$9K	Buy	+114	New	+$8.84K	﹤0.01%	591
2019 Q3	–	Sell	-114	Closed	-$8K	–	446
2019 Q2	$8K	Hold	114	–	–	0.01%	539
2019 Q1	$8K	Hold	114	–	–	0.01%	566
2018 Q4	$8K	Hold	114	–	–	0.01%	504
2018 Q3	$10K	Buy	+114	New	+$9.63K	0.01%	490

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Squar Milner Financial Services's IJS Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2020, closing a stake of 114 shares — an estimated $5K sold.

Squar Milner Financial Services first reported a position in IJS in Q3 2018 and held it in 6 quarters. The position peaked at $10K in Q3 2018. 472 funds tracked by Wall St. Rank hold IJS as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 114 iShares S&P Small-Cap 600 Value ETF shares in Q2 2020, an estimated $5K.
Squar Milner Financial Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2018 and held it in 6 quarters.
Squar Milner Financial Services's iShares S&P Small-Cap 600 Value ETF position peaked at $10K in Q3 2018.
472 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.