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

Atlas Brown’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
2022 Q1	–	Sell	-2,040	Closed	-$213K	–	194
2021 Q4	$213K	Sell	2,040 -124	-6%	-$13K	0.08%	181
2021 Q3	$218K	Sell	2,164 -53	-2%	-$5.35K	0.09%	171
2021 Q2	$234K	Buy	2,217 +97	+5%	+$10.1K	0.1%	162
2021 Q1	$214K	Buy	+2,120	New	+$201K	0.1%	158
2020 Q1	–	Sell	-3,710	Closed	-$298K	–	145
2019 Q4	$298K	Sell	3,710 -122	-3%	-$9.46K	0.19%	122
2019 Q3	$288K	Buy	3,832 +38	+1%	+$2.79K	0.21%	119
2019 Q2	$282K	Hold	3,794	–	–	0.19%	120
2019 Q1	$280K	Buy	+3,794	New	+$280K	0.2%	116
2018 Q4	–	Sell	-3,070	Closed	-$256K	–	144
2018 Q3	$256K	Buy	3,070 +62	+2%	+$5.24K	0.16%	128
2018 Q2	$254K	Buy	3,008 +276	+10%	+$22.1K	0.06%	127
2018 Q1	$206K	Buy	2,732 +60	+2%	+$4.61K	0.04%	136
2017 Q4	$212K	Buy	+2,672	New	+$201K	0.04%	138

Other funds holding IJS

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

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

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

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

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

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

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Atlas Brown's IJS Position: Q1 2022 in Review

Atlas Brown sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2022, closing a stake of 2,040 shares — an estimated $213K sold.

Atlas Brown first reported a position in IJS in Q4 2017 and held it in 12 quarters. The position peaked at $298K in Q4 2019. 737 funds tracked by Wall St. Rank hold IJS as of Q1 2022.

Atlas Brown reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2022 after selling out during the quarter.
Atlas Brown sold 2,040 iShares S&P Small-Cap 600 Value ETF shares in Q1 2022, an estimated $213K.
Atlas Brown first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and held it in 12 quarters.
Atlas Brown's iShares S&P Small-Cap 600 Value ETF position peaked at $298K in Q4 2019.
737 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2022.

Based on Atlas Brown's 13F filing for Q1 2022, filed 14 Apr 2022.