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

US Financial 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
2016 Q2	–	Sell	-500	Closed	-$28K	–	192
2016 Q1	$28K	Hold	500	–	–	0.05%	130
2015 Q4	$27K	Hold	500	–	–	0.03%	203
2015 Q3	$26K	Hold	500	–	–	0.04%	179
2015 Q2	$29K	Hold	500	–	–	0.03%	150
2015 Q1	$30K	Hold	500	–	–	0.03%	159
2014 Q4	$29K	Buy	+500	New	+$28.2K	0.03%	151

Other funds holding IJS

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Financial Advisors's IJS Position: Q2 2016 in Review

US Financial Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2016, closing a stake of 500 shares — an estimated $28K sold.

US Financial Advisors first reported a position in IJS in Q4 2014 and held it in 6 quarters. The position peaked at $30K in Q1 2015. 314 funds tracked by Wall St. Rank hold IJS as of Q2 2016.

US Financial Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 500 iShares S&P Small-Cap 600 Value ETF shares in Q2 2016, an estimated $28K.
US Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2014 and held it in 6 quarters.
US Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $30K in Q1 2015.
314 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.