Accel Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-45	Closed	-$4.18K	–	507
2023 Q1	$4.18K	Hold	45	–	–	﹤0.01%	1033
2022 Q4	$4.07K	Buy	45 +1	+2%	+$92	﹤0.01%	843
2022 Q3	$4K	Hold	44	–	–	﹤0.01%	870
2022 Q2	$4K	Hold	44	–	–	﹤0.01%	835
2022 Q1	$5K	Hold	44	–	–	﹤0.01%	806
2021 Q4	$5K	Buy	+44	New	+$4.61K	﹤0.01%	815
2021 Q3	–	Sell	-44	Closed	-$5K	–	852
2021 Q2	$5K	Hold	44	–	–	﹤0.01%	795
2021 Q1	$4K	Hold	44	–	–	﹤0.01%	777
2020 Q4	$4K	Buy	+44	New	+$3.2K	﹤0.01%	732

Other funds holding IJS

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

Accel Wealth Management's IJS Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2023, closing a stake of 45 shares — an estimated $4.18K sold.

Accel Wealth Management first reported a position in IJS in Q4 2020 and held it in 9 quarters. The position peaked at $5K in Q1 2022. 734 funds tracked by Wall St. Rank hold IJS as of Q2 2023.

Accel Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 45 iShares S&P Small-Cap 600 Value ETF shares in Q2 2023, an estimated $4.18K.
Accel Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and held it in 9 quarters.
Accel Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $5K in Q1 2022.
734 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.