WC
IJS icon

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

Whitnell & Co’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
Q2 		– Sell
-168
Closed -$10K – 252
2015
Q1 		$10K Hold
168
– – ﹤0.01% 223
2014
Q4 		$10K Hold
168
– – ﹤0.01% 232
2014
Q3 		$9K Hold
168
– – ﹤0.01% 236
2014
Q2 		$10K Hold
168
– – ﹤0.01% 235
2014
Q1 		$10K Hold
168
– – ﹤0.01% 236
2013
Q4 		$9K Hold
168
– – ﹤0.01% 235
2013
Q3 		$9K Hold
168
– – ﹤0.01% 232
2013
Q2 		$8K Buy
+168
New +$7.7K ﹤0.01% 298

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return