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

Argent 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
2020
Q2 		$2.91M Buy
43,848
+5,004
+13% +$281K 0.48% 44
2020
Q1 		$1.9M Buy
38,844
+11,758
+43% +$815K 0.39% 50
2019
Q4 		$2.18M Buy
+27,086
New +$2.1M 0.37% 52

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Argent Wealth Management's IJS Position: Q2 2020 in Review

Argent Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 13% in Q2 2020, buying an estimated $281K and bringing the position to 43,848 shares worth $2.91M. The position accounts for 0.48% of the portfolio, ranked #44.

Argent Wealth Management first reported a position in IJS in Q4 2019 and has held it in 3 quarters since. 472 funds tracked by Wall St. Rank hold IJS as of Q2 2020.

  • Argent Wealth Management held 43,848 shares of iShares S&P Small-Cap 600 Value ETF worth $2.91M as of Q2 2020.
  • Argent Wealth Management bought 5,004 iShares S&P Small-Cap 600 Value ETF shares in Q2 2020, an estimated $281K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.48% of Argent Wealth Management's portfolio in Q2 2020, its #44 holding.
  • Argent Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 3 quarters since.
  • 472 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.