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

Winslow Evans & Crocker’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	$121K	Buy	1,490 +1,000	+204%	+$72.7K	0.02%	408
2020 Q3	$30K	Sell	490 -180	-27%	-$11.3K	0.01%	552
2020 Q2	$40K	Sell	670 -150	-18%	-$8.41K	0.01%	498
2020 Q1	$42K	Sell	820 -20	-2%	-$1.39K	0.01%	452
2019 Q4	$68K	Sell	840 -20	-2%	-$1.55K	0.02%	453
2019 Q3	$66K	Hold	860	–	–	0.02%	457
2019 Q2	$64K	Sell	860 -312	-27%	-$23.1K	0.02%	468
2019 Q1	$88K	Buy	1,172 +480	+69%	+$35.5K	0.03%	403
2018 Q4	$46K	Sell	692 -340	-33%	-$25.2K	0.02%	466
2018 Q3	$86K	Hold	1,032	–	–	0.03%	395
2018 Q2	$86K	Sell	1,032 -2,144	-68%	-$171K	0.03%	392
2018 Q1	$240K	Buy	3,176 +492	+18%	+$37.8K	0.08%	229
2017 Q4	$206K	Buy	2,684 +300	+13%	+$22.6K	0.07%	253
2017 Q3	$177K	Buy	2,384 +84	+4%	+$5.86K	0.06%	273
2017 Q2	$161K	Hold	2,300	–	–	0.04%	346
2017 Q1	$159K	Buy	+2,300	New	+$160K	0.05%	331

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Winslow Evans & Crocker's IJS Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 204% in Q4 2020, buying an estimated $72.7K and bringing the position to 1,490 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #408.

Winslow Evans & Crocker first reported a position in IJS in Q1 2017 and has held it in 16 quarters since. The position peaked at $240K in Q1 2018. 573 funds tracked by Wall St. Rank hold IJS as of Q4 2020.

Winslow Evans & Crocker held 1,490 shares of iShares S&P Small-Cap 600 Value ETF worth $121K as of Q4 2020.
Winslow Evans & Crocker bought 1,000 iShares S&P Small-Cap 600 Value ETF shares in Q4 2020, an estimated $72.7K.
iShares S&P Small-Cap 600 Value ETF made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #408 holding.
Winslow Evans & Crocker first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2017 and has held it in 16 quarters since.
Winslow Evans & Crocker's iShares S&P Small-Cap 600 Value ETF position peaked at $240K in Q1 2018.
573 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.