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

Summit Trail 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 		– Sell
-592
Closed -$45K – 1027
2017
Q4 		$45K Buy
+592
New +$44.6K 0.01% 844

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Summit Trail Advisors's IJS Position: Q1 2018 in Review

Summit Trail Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2018, closing a stake of 592 shares — an estimated $45K sold.

Summit Trail Advisors first reported a position in IJS in Q4 2017 and held it in 1 quarter. The position peaked at $45K in Q4 2017. 437 funds tracked by Wall St. Rank hold IJS as of Q1 2018.

  • Summit Trail Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 592 iShares S&P Small-Cap 600 Value ETF shares in Q1 2018, an estimated $45K.
  • Summit Trail Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $45K in Q4 2017.
  • 437 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.