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

WP 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
2019 Q2	–	Sell	-512	Closed	-$378	–	103
2019 Q1	$378	Buy	+512	New	+$37.8K	0.04%	136
2018 Q4	–	Sell	-506	Closed	-$42K	–	139
2018 Q3	$42K	Buy	506 +2	+0.4%	+$169	0.04%	136
2018 Q2	$41K	Buy	+504	New	+$40.3K	0.04%	143

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WP Advisors's IJS Position: Q2 2019 in Review

WP Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2019, closing a stake of 512 shares — an estimated $378 sold.

WP Advisors first reported a position in IJS in Q2 2018 and held it in 3 quarters. The position peaked at $42K in Q3 2018. 482 funds tracked by Wall St. Rank hold IJS as of Q2 2019.

WP Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2019 after selling out during the quarter.
WP Advisors sold 512 iShares S&P Small-Cap 600 Value ETF shares in Q2 2019, an estimated $378.
WP Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2018 and held it in 3 quarters.
WP Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $42K in Q3 2018.
482 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.