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

WFG 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
2017
Q2 		$34K Buy
492
+42
+9% +$2.9K 0.01% 803
2017
Q1 		$31K Buy
450
+2
+0.4% +$139 0.01% 784
2016
Q4 		$31K Buy
448
+2
+0.4% +$131 0.01% 834
2016
Q3 		$28K Buy
446
+288
+182% +$17.7K 0.01% 857
2016
Q2 		$9K Hold
158
– – ﹤0.01% 1120
2016
Q1 		$9K Buy
158
+16
+11% +$830 ﹤0.01% 1074
2015
Q4 		$8K Sell
142
-308
-68% -$17.1K ﹤0.01% 1129
2015
Q3 		$24K Buy
450
+4
+0.9% +$222 0.01% 839
2015
Q2 		$26K Buy
446
+16
+4% +$951 0.01% 900
2015
Q1 		$26K Sell
430
-896
-68% -$52.1K 0.01% 915
2014
Q4 		$78K Sell
1,326
-196
-13% -$11.1K 0.02% 721
2014
Q3 		$82K Buy
1,522
+48
+3% +$2.7K 0.02% 732
2014
Q2 		$85K Buy
1,474
+422
+40% +$23.6K 0.02% 713
2014
Q1 		$60K Buy
1,052
+42
+4% +$2.32K 0.01% 835
2013
Q4 		$56K Sell
1,010
-142
-12% -$7.58K 0.01% 953
2013
Q3 		$59K Buy
1,152
+220
+24% +$10.9K 0.01% 864
2013
Q2 		$44K Buy
+932
New +$42.7K 0.01% 934

Other funds holding IJS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

WFG Advisors's IJS Position: Q2 2017 in Review

WFG Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 9.3% in Q2 2017, buying an estimated $2.9K and bringing the position to 492 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #803.

WFG Advisors first reported a position in IJS in Q2 2013 and has held it in 17 quarters since. The position peaked at $85K in Q2 2014. 353 funds tracked by Wall St. Rank hold IJS as of Q2 2017.

  • WFG Advisors held 492 shares of iShares S&P Small-Cap 600 Value ETF worth $34K as of Q2 2017.
  • WFG Advisors bought 42 iShares S&P Small-Cap 600 Value ETF shares in Q2 2017, an estimated $2.9K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #803 holding.
  • WFG Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $85K in Q2 2014.
  • 353 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.