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

Vector Wealth 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
2016 Q4	$804K	Hold	11,490	–	–	0.56%	24
2016 Q3	$717K	Hold	11,490	–	–	0.49%	30
2016 Q2	$671K	Hold	11,490	–	–	0.46%	35
2016 Q1	$651K	Hold	11,490	–	–	0.48%	31
2015 Q4	$621K	Buy	11,490 +910	+9%	+$50.5K	0.48%	31
2015 Q3	$605K	Buy	10,580 +5,780	+120%	+$321K	0.48%	31
2015 Q2	$283K	Hold	4,800	–	–	0.22%	55
2015 Q1	$285K	Hold	4,800	–	–	0.23%	55
2014 Q4	$283K	Buy	+4,800	New	+$271K	0.21%	53

Other funds holding IJS

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vector Wealth Management's IJS Position: Q4 2016 in Review

Vector Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q4 2016 at 11,490 shares worth $804K. The position accounts for 0.56% of the portfolio, ranked #24.

Vector Wealth Management first reported a position in IJS in Q4 2014 and has held it in 9 quarters since. 359 funds tracked by Wall St. Rank hold IJS as of Q4 2016.

Vector Wealth Management held 11,490 shares of iShares S&P Small-Cap 600 Value ETF worth $804K as of Q4 2016.
Vector Wealth Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q4 2016.
iShares S&P Small-Cap 600 Value ETF made up 0.56% of Vector Wealth Management's portfolio in Q4 2016, its #24 holding.
Vector Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2014 and has held it in 9 quarters since.
359 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.