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

Visionary Asset 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
2018
Q4 		– Sell
-2,890
Closed -$242K – 190
2018
Q3 		$242K Buy
+2,890
New +$244K 0.08% 246

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Visionary Asset Management's IJS Position: Q4 2018 in Review

Visionary Asset Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2018, closing a stake of 2,890 shares — an estimated $242K sold.

Visionary Asset Management first reported a position in IJS in Q3 2018 and held it in 1 quarter. The position peaked at $242K in Q3 2018. 468 funds tracked by Wall St. Rank hold IJS as of Q4 2018.

  • Visionary Asset Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Visionary Asset Management sold 2,890 iShares S&P Small-Cap 600 Value ETF shares in Q4 2018, an estimated $242K.
  • Visionary Asset Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2018 and held it in 1 quarter.
  • Visionary Asset Management's iShares S&P Small-Cap 600 Value ETF position peaked at $242K in Q3 2018.
  • 468 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.