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

Winch Advisory Services’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
2020 Q4	–	Sell	-14	Closed	-$1K	–	439
2020 Q3	$1K	Buy	+14	New	+$880	﹤0.01%	363
2018 Q3	–	Sell	-652	Closed	-$53K	–	333
2018 Q2	$53K	Buy	+652	New	+$52.1K	0.03%	108

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Winch Advisory Services's IJS Position: Q4 2020 in Review

Winch Advisory Services sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2020, closing a stake of 14 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in IJS in Q2 2018 and held it in 2 quarters. The position peaked at $53K in Q2 2018. 573 funds tracked by Wall St. Rank hold IJS as of Q4 2020.

Winch Advisory Services reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2020 after selling out during the quarter.
Winch Advisory Services sold 14 iShares S&P Small-Cap 600 Value ETF shares in Q4 2020, an estimated $1K.
Winch Advisory Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2018 and held it in 2 quarters.
Winch Advisory Services's iShares S&P Small-Cap 600 Value ETF position peaked at $53K in Q2 2018.
573 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2020.

Based on Winch Advisory Services's 13F filing for Q4 2020, filed 9 Feb 2021.