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

WealthTrust-Arizona’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 		$13K Hold
196
– – 0.01% 339
2018
Q3 		$16K Buy
+196
New +$16.6K 0.01% 331
2015
Q3 		– Sell
-66
Closed -$4K – 608
2015
Q2 		$4K Hold
66
– – ﹤0.01% 517
2015
Q1 		$4K Hold
66
– – ﹤0.01% 531
2014
Q4 		$4K Hold
66
– – ﹤0.01% 502
2014
Q3 		$4K Buy
+66
New +$3.71K ﹤0.01% 514

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

WealthTrust-Arizona's IJS Position: Q4 2018 in Review

WealthTrust-Arizona held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q4 2018 at 196 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #339.

WealthTrust-Arizona first reported a position in IJS in Q3 2014 and has held it in 6 quarters since. The position peaked at $16K in Q3 2018. 468 funds tracked by Wall St. Rank hold IJS as of Q4 2018.

  • WealthTrust-Arizona held 196 shares of iShares S&P Small-Cap 600 Value ETF worth $13K as of Q4 2018.
  • WealthTrust-Arizona left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q4 2018.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #339 holding.
  • WealthTrust-Arizona first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2014 and has held it in 6 quarters since.
  • WealthTrust-Arizona's iShares S&P Small-Cap 600 Value ETF position peaked at $16K 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 WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.