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

Vickerman & Driscoll 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
2020 Q1	$305K	Sell	6,110 -7,198	-54%	-$499K	0.19%	62
2019 Q4	$1.07M	Sell	13,308 -382	-3%	-$29.6K	0.54%	44
2019 Q3	$1.03M	Sell	13,690 -114	-0.8%	-$8.38K	0.56%	46
2019 Q2	$1.03M	Sell	13,804 -152	-1%	-$11.3K	0.57%	47
2019 Q1	$1.03M	Sell	13,956 -632	-4%	-$46.7K	0.58%	48
2018 Q4	$962K	Buy	14,588 +1,652	+13%	+$123K	0.75%	42
2018 Q3	$1.08M	Sell	12,936 -76	-0.6%	-$6.42K	0.75%	39
2018 Q2	$1.06M	Sell	13,012 -1,180	-8%	-$94.4K	0.78%	37
2018 Q1	$1.07M	Buy	14,192 +430	+3%	+$33.1K	0.79%	41
2017 Q4	$1.06M	Buy	+13,762	New	+$1.04M	0.83%	45

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's IJS Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 54% in Q1 2020, selling an estimated $499K and leaving 6,110 shares worth $305K. The position accounts for 0.19% of the portfolio, ranked #62.

Vickerman & Driscoll Financial Advisors first reported a position in IJS in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.08M in Q3 2018. 481 funds tracked by Wall St. Rank hold IJS as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 6,110 shares of iShares S&P Small-Cap 600 Value ETF worth $305K as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 7,198 iShares S&P Small-Cap 600 Value ETF shares in Q1 2020, an estimated $499K.
iShares S&P Small-Cap 600 Value ETF made up 0.19% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #62 holding.
Vickerman & Driscoll Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $1.08M in Q3 2018.
481 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.