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Asset Planning Corporation’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Asset Planning Corporation’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
2021
Q1 		– Sell
-254
Closed -$21K – 46
2020
Q4 		$21K Buy
+254
New +$18.5K 0.02% 65

Other funds holding IJS

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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Asset Planning Corporation's IJS Position: Q1 2021 in Review

Asset Planning Corporation sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2021, closing a stake of 254 shares — an estimated $21K sold.

Asset Planning Corporation first reported a position in IJS in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 645 funds tracked by Wall St. Rank hold IJS as of Q1 2021.

  • Asset Planning Corporation reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2021 after selling out during the quarter.
  • Asset Planning Corporation sold 254 iShares S&P Small-Cap 600 Value ETF shares in Q1 2021, an estimated $21K.
  • Asset Planning Corporation first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and held it in 1 quarter.
  • Asset Planning Corporation's iShares S&P Small-Cap 600 Value ETF position peaked at $21K in Q4 2020.
  • 645 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2021.

Based on Asset Planning Corporation's 13F filing for Q1 2021, filed 17 May 2021.