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

Wealthfront’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
2015
Q3 		– Sell
-82
Closed -$5K – 1342
2015
Q2 		$5K Sell
82
-42
-34% -$2.5K ﹤0.01% 1045
2015
Q1 		$7K Buy
124
+92
+288% +$5.35K ﹤0.01% 707
2014
Q4 		$2K Buy
+32
New +$1.81K ﹤0.01% 609
2014
Q3 		– Sell
-16
Closed -$1K – 693
2014
Q2 		$1K Buy
+16
New +$895 ﹤0.01% 573

Other funds holding IJS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wealthfront's IJS Position: Q3 2015 in Review

Wealthfront sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2015, closing a stake of 82 shares — an estimated $5K sold.

Wealthfront first reported a position in IJS in Q2 2014 and held it in 4 quarters. The position peaked at $7K in Q1 2015. 266 funds tracked by Wall St. Rank hold IJS as of Q3 2015.

  • Wealthfront reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 82 iShares S&P Small-Cap 600 Value ETF shares in Q3 2015, an estimated $5K.
  • Wealthfront first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2014 and held it in 4 quarters.
  • Wealthfront's iShares S&P Small-Cap 600 Value ETF position peaked at $7K in Q1 2015.
  • 266 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.