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Vanguard Capital Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Vanguard Capital Wealth 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
-3,000
Closed -$230K – 121
2017
Q4 		$230K Buy
+3,000
New +$226K 0.29% 101

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

Vanguard Capital Wealth Advisors's IJS Position: Q1 2018 in Review

Vanguard Capital Wealth Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2018, closing a stake of 3,000 shares — an estimated $230K sold.

Vanguard Capital Wealth Advisors first reported a position in IJS in Q4 2017 and held it in 1 quarter. The position peaked at $230K in Q4 2017. 437 funds tracked by Wall St. Rank hold IJS as of Q1 2018.

  • Vanguard Capital Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2018 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 3,000 iShares S&P Small-Cap 600 Value ETF shares in Q1 2018, an estimated $230K.
  • Vanguard Capital Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and held it in 1 quarter.
  • Vanguard Capital Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $230K 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 Vanguard Capital Wealth Advisors's 13F filing for Q1 2018, filed 25 Apr 2018.